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About us

Varshney Investment Management is an independent investment management and advisory firm founded in 1981 with an established track record of success in stock picking, and managed by Dr. Sanjay B. Varshney. Dr. Varshney uses his stock picking prowess and financial skills to design custom tailored and individualized portfolios to help achieve investor objectives.

Dr. Varshney received his MA in Economics and MBA from the University of Cincinnati and his PhD in Finance from Louisiana State University, and holds the prestigious designation of Chartered Financial Analyst. He has served as financial consultant for leading Wall Street firms and has trained top executives in San Francisco. He is internationally known through his publications in top tier Finance journals and textbook for PhD students, and has won both national and international awards for his research expertise. He taught at the University of San Francisco, and is currently professor in Finance at SUNY Institute of Technology.



Managed Accounts with:

Sanjay Varshney, M.B.A., Ph.D., Chartered Financial Analyst

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