Raman Bhalla

Raman Bhalla is an investment professional with nearly two decades of experience across wealth management, portfolio construction, and multi-asset investing. He began his career on Wall Street at firms including Goldman Sachs, Lehman Brothers, and Bear Stearns, where he developed a strong foundation in trading, derivatives, and capital markets. He later joined Fir Tree Partners, a $13 billion multi-strategy hedge fund, where he gained experience across equities, credit, derivatives, and alternative investments.

Over time, Raman transitioned his focus toward wealth management, applying institutional investment frameworks to serve high-net-worth and advisory clients. He has deep expertise in asset allocation, portfolio construction, and manager selection, combining fundamental and quantitative research to build diversified, risk-aware portfolios. His experience spans traditional and alternative investments,including hedge funds, structured products, and differentiated strategies. He has also worked closely with financial advisors and clients to align investment portfolios with long-term financial goals, risk tolerance, and evolving market conditions.

At Wiss, Raman serves as Director of Investments, where he leads portfolio implementation, investment operations, content development, technology optimization, and team leadership. In this role, he is responsible for executing the firm’s investment strategy, enhancing the investment platform, and supporting advisors and clients through scalable, disciplined, and client-focused portfolio solutions.