Shrideep Murthy
CFA®
Director
Pace University, Masters in Finance
Shrideep is passionate about helping clients set up new retirement plans and optimize existing ones. With a decade of experience, Shrideep collaborates with the Pension Associates team to simplify actuarial complexities for clients, while ensuring their plans remain compliant with constantly evolving IRS regulations.
Holding the CFA designation, Shrideep has a deep passion for the financial markets. He is also an avid fitness enthusiast who loves spending time with his family and giving back to the community through various charities based in Stamford, CT.

Started in 2013
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