Ankit serves as the Vice President of Waggoner, where he manages the day-to-day operations of the firm while playing a key role in shaping its long-term direction and growth strategy. He sets the tone for internal standards, supports hiring and professional development across the team, and ensures the firm operates with consistency and purpose at every level.
On the client side, Ankit guides clients through complex financial decisions and long-term goals through thoughtful, personalized guidance. He specializes in investments, portfolio management, trading, and complex financial planning — aligning every recommendation with client goals.
Additionally, Ankit regularly represents the firm at on-campus events and speaking engagements to connect with the next generation of finance professionals. He is a CFP® professional and holds an MBA from the University of the Cumberlands and a BA in Finance from Michigan State University.
Having lived in five countries, Ankit brings a global perspective to his work, enhancing his ability to evaluate international markets and provide insights that benefit clients with diverse financial goals and backgrounds.
Outside of work, he enjoys staying active through gym workouts and is an avid reader, always looking to bring fresh ideas to both his clients and the team.