Chestnut Leadership
Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.
Every Chestnut Advisor has decades of experience as a senior investor, investment consultant, and/or distribution executive with leading investment firms.
Our highly differentiated practice model, combining our singular focus on the investment industry with our team’s deep industry experience across diverse market segments and business functions, supports investment manager growth and competitiveness.
Managing Partner
Amanda co-leads Chestnut’s strategic advisory practice, partnering with asset managers and OCIOs across a diverse mix of asset classes and firm sizes to devise and implement successful growth strategies. Amanda’s custom market research expertise often shapes her advisory work.
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Her early research into the OCIO marketplace on behalf of advisory clients led directly to Amanda serving as co-founder of the Chestnut Solutions Institute, where she leads the Institute’s research efforts.
Prior to founding Chestnut, Amanda served as a Global Director of AllianceBernstein’s senior portfolio management team, a group that crafted and delivered the firm’s investment insights to institutional and retail clients and consultants.
Previously, Amanda developed extensive sell-side equity research expertise as Associate Director of Equity Research at Bank of America and as an Institutional Investor All-American Team-ranked equity analyst at JP Morgan.
Before moving to the sell-side Amanda was an investment banker in JP Morgan’s retail industries group. She began her career on a corporate bond trading desk.
Amanda holds an MBA from Wharton and a BA from Brown University. Her past Board memberships include the Investment Advisory Committee for the Endowment of the Art Student League of New York, The Global Advisory Council for 100 Women in Finance, Girls of New York, and the Andover Development Board of Phillips Academy.
Managing Partner
Ravi co-leads Chestnut’s strategic advisory practice, partnering with asset managers and OCIOs across a diverse mix of asset classes and firm sizes to devise and implement successful growth strategies. Ravi’s distribution, investment consulting and solutions background informs his advisory work.
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Ravi’s desire to help advance the future of the investment solutions industry combined with his firsthand OCIO and Solutions experience led directly to him serving as co-founder of the Chestnut Solutions Institute, where he leads the Institute’s strategy and Member engagement efforts.
Prior to joining Chestnut, Ravi was the Global Head of Investment Solutions at MFS Investment Management, where he led a team that delivered bespoke investment advisory and consulting services to clients. His team was also responsible for investment thought leadership and education for MFS’s client facing teams. He was previously responsible for global consultant relations and institutional defined contribution at MFS.
Before moving to MFS, Ravi was the President and Chief Investment Officer of Mercer Investments, having founded Mercer’s OCIO business and one of the industry’s earliest leaders in the fiduciary management space. Prior to creating the OCIO business, he was a Worldwide Partner and region head where he served as senior investment consultant to multinational corporate and public retirement plans, sovereign wealth funds, and endowments and foundations.
Ravi holds a master’s degree in economics from Tufts University and is a CFA charter holder. His past Board memberships include being the Chair of MFS’s Retirement Investment Committee, Chair, Steering Committee of the Active Managers Council and Chair of Generation Citizen, a non-profit organization focused on civic education in middle and high schools in Massachusetts.
Chestnut also draws from a team of deeply experienced specialists asset management and investment consulting experience that work directly with Amanda and Ravi on consulting assignments.
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Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.
