Speakers
Udayan Mitra
Chief Investment Officer
Trajan Wealth
Udayan Mitra CFA serves as the Chief investment Officer at Trajan Wealth, LLC, a $1.5 billion RIA based in Scottsdale, Arizona. Trained primarily as a Fixed Income and Rates specialist, Udayan served in portfolio management capacities at money management firms, hedge funds, and public pension plans before transitioning to asset allocation and plan governance roles at prominent family offices, a Japanese investment bank and a boutique private equity manager. With 25 years of experience in the financial markets and a distinctively data driven approach, Udayan currently manages and overseas client portfolios across all major asset classes, with particular emphasis on Private Markets. He holds a Bachelor’s degree in Mathematical Economics from the London School of Economics & Political Science, and an MBA in Finance from Rice University. Udayan is a CFA charter holder.