How I Can Help You
Aayush is a Research Associate on the Investment Team at Pence Financial Group, where he plays a key role in supporting the firm’s daily operations, investment research, and analytical initiatives. With over seven years of experience in the finance industry, Aayush brings a sharp analytical mindset and a global perspective to every project. He collaborates closely with portfolio managers and analysts to deliver data-driven insights that inform strategic investment decisions. Whether it’s dissecting market trends, evaluating equity and options strategies, or contributing to sector-specific research, Aayush is committed to helping clients navigate complex financial landscapes with clarity and confidence.

What Makes Me Knowledgeable
Aayush’s academic and professional journey spans three continents and multiple disciplines. He holds three master’s degrees: an MS in Accounting and an MBA from Chapman University in Orange, California, as well as an MS in Business Finance from Queen Mary, University of London. His undergraduate studies in Business and Finance were completed at the University of Delhi in India, laying the foundation for his global approach to financial analysis.

Professionally, Aayush has worked as an Equity & Options Analyst at a Registered Investment Advisor (RIA) firm, where he honed his skills in portfolio construction and risk management. He also served on the Research Desk of an Investment Bank, covering the Consumer Discretionary sector—an experience that deepened his understanding of industry dynamics and macroeconomic influences. His diverse background allows him to approach investment challenges with both technical precision and strategic insight. Aayush also holds a Series 7 FINRA registration through LPL Financial, further demonstrating his commitment to professional excellence.

Getting to Know Me
Beyond the numbers and charts, Aayush is known for his curiosity, global outlook, and thoughtful approach to problem-solving. Originally from India, he has lived and studied in London and Southern California, giving him a rich cultural perspective and a deep appreciation for diverse viewpoints. He’s passionate about continuous learning and enjoys exploring how global events shape financial markets. Outside of work, Aayush is an avid reader, a fan of international cinema, and enjoys staying active through hiking and fitness. His blend of technical expertise, global experience, and approachable personality makes him a dynamic and trusted member of the Pence team.