Arun Sardana CIMA, MBA

Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James

Arun is a well regarded speaker and moderator on a variety of financial topics at national and local nonprofit conferences sponsored by organizations like AICPA, ASAE,, Virginia Society of CPAs and Greater Washington Society of CPAs. His focus includes investment committee/board engagement and working with nonprofit clients on governance, asset allocation strategy, investment policy design, risk assessment and investment review.