About Ritu Agrawal

Ritu Agrawal is the co-founder of The Money Ladder Inc. where she oversees client services and financial research. Prior to this, Ritu worked for four years with JPMorgan Chase in New York, spending time in both their investment bank and the asset management division. As an Investment Analyst, she helped manage institutional portfolios for corporate clients such as mutual funds and pension plans.

While working at JPMorgan, she developed a deep interest in investment management and its impact on personal finances. As a young professional, she noticed the limited avenues of fee-based, comprehensive investment and financial management advice available to medium net worth individuals. At the same time, she saw a steady demand amongst her peer group for financial planning and investment advice. The financial crisis of 2008 made this need more acute. In mid-2009 she resigned from her job to work with The Money Ladder and pursue her passion for helping people meet their financial goals.

Ritu is a CFA candidate. She holds a Bachelor of Sciences degree in Information Technology with a minor in Economics from the Rochester Institute of Technology.

For more information go to www.themoneyladder.com, or contact Ritu at ritu.agrawal [at] themoneyladder.com.