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 foundation in trading, derivatives, and capital markets. He later joined Fir Tree Partners, a multi-strategy hedge fund with approximately $13 billion under management, 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 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 Family Office, 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.

Wiss Private Client Advisors, LLC doing business as Wiss Family Office is a Registered Investment Advisor with the US Securities Exchange Commission. The firm only transacts business in states where it is properly notice-filed or is excluded or exempted from registration requirements. Wiss Family Office is primarily owned by Wiss & Co, LLP, a certified public accounting firm.