Kanwal Iqbal Assistant Trader
In January 2017, Kanwal Iqbal became a member of the RIA Advisors team, serving as Assistant Trader. In this newly created position, Kanwal provides comprehensive support to the firm’s Head Trader as well as our Investment Committee in executing various portfolio strategies on behalf of our growing client base. Kanwal’s responsibilities extend across RIA Advisors portfolio reporting, compliance, trading and marketing activities. She assists in the “onboarding” process to properly identify portfolio strategies for the firm’s new clients and preparation of portfolio research reports for the Investment Committee. In addition, Kanwal is involved in allocating aggregated trades across accounts, working with various bond dealers in allocating clients’ fixed income needs, assisting with monitoring to ensure portfolios stay within tolerance bands, and assisting with rebalancing of new accounts into portfolio models. She serves as liaison between the firm and various mutual companies to identify share class eligibility, assists in ensuring fair execution and trade reviews for compliance, and supports our seminar events for clients. During the tax season, Kanwal will assist with harvesting gains and losses for our clients’ tax efficiency.
A native of New York City, Kanwal holds a Bachelor of Science degree in Management and Marketing from Long Island University and a Master of Science degree in Banking and Financial Services Management from Boston University.
RIA Advisors clients will benefit from Kanwal’s years of experience in the financial industry in New York and Houston. In New York, she worked for JP Morgan Chase and Dealogic. In 2013, she relocated to Houston where her experience included serving as a Client Associate with Bank of America Merrill Lynch and as Operations associate with a local wealth management firm.
Kanwal resides in Richmond and enjoys yoga, traveling and spending time with her family.