Sameer Jagetia, CFA

Prior to joining CFA Society New York, Mr. Jagetia co-founded the tech startup company Robuzz, a machine learning and natural language processing company. In 2010, Mr. Jagetia acquired REDBOOKS, an award-winning sales intelligence platform. In 2018, he successfully managed the sale of REDBOOKS in a private equity backed transaction and spun off IP from the business to create Robuzz. From 2003-2009, Mr. Jagetia served as Vice President of Investments with TCS Capital Management, and from 2001-2003, he was part of the Global Communications Group at Salomon Smith Barney. Sameer has been a Chartered Financial Analyst (CFA) since 2007 and a long-standing member of CFA Society New York. He earned his B.S. and B.A. in Finance/Economics from the Wharton School of the University of Pennsylvania.