Heeten Doshi, CFA
Founder and Portfolio Manager
Heeten Doshi is the founder of Doshi Capital Management and manages the firm’s equity marketing timing strategy, the Doshi Systematic Strategy Fund.
Mr. Doshi was formerly a senior equity strategist at Brown Brothers Harriman, where he focused on the US economy, equity market and provided investment recommendations to global institutional clients including hedge fund, asset management and pension funds. Prior to that, Heeten worked at Morgan Stanley as an equity research analyst where he conducted deep-dive fundamental company analysis and at Lehman Brothers where he was a derivatives trader and hedged the firms $14bn fixed income portfolio.
Heeten has received two graduate degrees – an MS in Accounting from the University of Illinois GEIS Business School and an MS in Management from Babson F.W. Olin Graduate School of Business. He has also completed the Asset and Portfolio Management program at the University of Pennsylvania Wharton School. He holds a Bachelor’s degree in Finance from Rutgers University and has obtained the CFA designation.