Ashish Phansopkar, CFA, CAIA

Associate Director, Investment Products and Research

ashish.phansopkar@bridgeport.financial

Ashish Phansopkar is a seasoned financial professional with over 20 years of experience in the financial services industry. He currently serves as Associate Director of Investment Products and Research at BridgePort Financial Solutions (BridgePort), where he supports the firm’s private market platform and oversees research coverage for select traditional equity and private market asset classes. Since joining BridgePort, Ashish has played a key role in developing and expanding the firm’s investment strategies.

Before joining BridgePort, Ashish worked in management consulting across industries such as telecommunications, materials, and financial services, before transitioning into private wealth management. He served in roles at LPL Financial and Ameriprise, where he conducted manager research and supported investment committees, overseeing more than $15 billion in assets under management.

Ashish is both a CFA and CAIA Charterholder and an active member of the Phoenix chapters for both organizations. He holds an MBA in international business and finance from Liberty University and FINRA Series 7, 66, and 24 licenses.