Avanti Shetye
InvestorSenior Director, Investment Operations & Compliance at Maryland TEDCO
Easton, Maryland, United States
Find your path to Avanti
442 people in our graph share verified history with Avanti — schools, employers, funds. One of them is your warm intro.
Justin FergusonunlockedAvanti: together at TEDCO (2023–2026)
×3Avanti: together at TEDCO
×2Avanti: together at Questrom School of Business, Boston University
Avanti: together at University of Mumbai
About
Avanti Shetye is a CFA charterholder and CFP® professional, and the founder of Wealthwyzr LLC, a fee-only fiduciary financial planning firm based in Maryland. Her planning work covers retirement income design, Roth conversion and tax strategy, equity compensation planning, portfolio construction, and financial transition planning, serving high-net-worth retirees, pre-retirees, and high-earning professionals. She also holds the role of Senior Director of Investment Operations and Compliance at TEDCO.
Experience
- TEDCOSenior Director Investment Operations and Compliancecurrent2024 — present
- TEDCODirector Portfolio Compliance and Administration2023 — 2024
- Wealthwyzr, LLCFounder & Lead Financial Plannercurrent2024 — presentMaryland, United States
- Amica InsuranceSenior Investment Analyst2019 — 2022
- Amica InsuranceInvestment Analyst2013 — 2022Lincoln
- Navigator InvestmentsFinancial Analyst2012 — 2013Providence County, Rhode Island, United States
- Boston University School of ManagementFinance and Accounting tutor2011 — 2012
- First Principles Capital Management, LLCSummer Intern2011New York City Metropolitan Area
- Cognex CorporationSoftware Engineer2007 — 2010Natick, MA
- Diagnostic Radiology, University of MarylandGraduate Research Assistant2005 — 2007
Skills & more
Bloomberg TerminalVBA ExcelVBA10Matlab3C++1SQL3Bloomberg5ExcelMicrosoft Excel5Financial PlanningRetirement Income PlanningTax-Aware Investing
+12 more
Equity Compensation PlanningCollege Savings PlansRetirement PlanningInvestment StrategyRisk ManagementCash Flow and Debt ManagementInvestment ValuationDue Diligencemanager researchFactSetMorningstarVBA Programming- CFA Institute Charterholder — CFA Institute
- Advanced Valuation — NYU Stern Executive Education
- Chartered Financial Analyst — 162977
From Avanti's professional profile.
Colleagues at Maryland TEDCO
Abi Kulshreshtha
Executive Director, Maryland Innovation Initiative (MII) at Maryland TEDCO
Andrew Serafini
Board Member at Maryland TEDCO
Ann K. Pulley
Controller at Maryland TEDCO
Ann Liebschutz
Federal Agency Engagement Contractor (Consultant) at Maryland TEDCO
Anudeep Koneru
Program Coordinator / Business Intelligence Analyst at Maryland TEDCO
April Davis-Hurtt
Lead BRIDGE Advisor at Maryland TEDCO
Avishi Garg
BRIDGE Program Intern at Maryland TEDCO
Ben Antebi
Associate Director, Maryland Stem Cell Research Fund (MSCRF) at Maryland TEDCO
Frequently asked questions
- Who is Avanti Shetye?
- Avanti Shetye is a CFA charterholder and CFP® professional, and the founder of Wealthwyzr LLC, a fee-only fiduciary financial planning firm based in Maryland. Her planning work covers retirement income design, Roth conversion and tax strategy, equity compensation planning, portfolio construction, and financial transition planning, serving high-net-worth retirees, pre-retirees, and high-earning professionals. She also holds the role of Senior Director of Investment Operations and Compliance at TEDCO.
- Where does Avanti Shetye work?
- Avanti Shetye is Senior Director, Investment Operations & Compliance at Maryland TEDCO.
- Where did Avanti Shetye go to school?
- Avanti Shetye studied at Questrom School of Business, Boston University (MBA, Finance); University of Maryland - A. James Clark School of Engineering (Master of Science (MS), Electrical Engineering); University of Mumbai (Bachelor of Engineering, Electronics Engineering).
Same school
Also attended Questrom School of Business, Boston University135
Sujata BhatiaInvestor at Index VenturesTroy PhoaAssociate at Marlin Equity PartnersRony Patishi-ChillimInvestor at Israel Cleantech VenturesJason RobartCo-founder and General Partner at Seae VenturesLisa DutotFinance Administration Manager at Red Cell IncubationEvan CorleyPartner at Pantheon Ventures
+ 129 more
Also attended University of Maryland - A. James Clark School of Engineering8
DrorInvestor at SENTINEL GLOBALAnthony TuckerGeneral Partner at Troy Capital PartnersMaurice BoissiereChief Customer Officer, DataTribe at University System of Maryland Momentum FundDmitry SokolowskiCo-founder at VoltNeil ShahFounder at CounterpointresearchJon LiFounder at Butter Systems
+ 2 more
Also attended University of Mumbai221
Manish GuptaInvestor at IVP (Institutional Venture Partners)Mitesh SinghInvestor at Initialized CapitalUllas NaikFounder and General Partner at Streamlined VenturesAnshul SadanaCEO, Nexthop AI at EMERGENT VENTURESRishika MadanAssociate, India at Jungle VenturesBhavana WaigankarCOO at Lightbox
+ 215 more
Shared employers
Also worked at TEDCO42
Justin FergusonInnovation Manager, Venture Development at Maryland TEDCOTroy A. LeMaile-StovallCEO at Maryland TEDCONona Minnifield CheeksVice Chair at Maryland TEDCOWilliam RobertsTreasurer at Maryland TEDCOChung Hei SingBoard Member at Maryland TEDCOTien WongTech investor, entrepreneur, and CEO; Chairman & CEO of Opus8
+ 36 more
Also worked at Boston University School of Management7
Priya YadavVice President, Investments at MassVenturesSteven GamoTechnical Lead, Food Technology at McWin Capital PartnersGina FooteInvestor at Clean Energy VenturePhilipp HamerHead of Operation at Syntax CapitalTrishanka KhannaSenior Associate at Pomona CapitalMax AlexanderFounder at Ditto
+ 1 more
