AndCo Consulting is pleased to announce the hiring of our new Chief Information Officer, Bharat Kumta.

Bharat brings to AndCo 30+ years’ experience leading technology teams at Deutsche Bank, Goldman Sachs, Citi, MF Global, Barclays, and JPMorgan Chase. Most recently he led the technology strategy and operations for the Wealth Management business at First Republic Bank. Bharat holds his BS in Engineering from SDM College of Engineering and Technology as well as his Diploma in Computer Management from S.I.E.S. College in Mumbai, India.

In his new role as CIO, Bharat will have responsibility for the firm’s information technology activities, which help enable AndCo to serve our clients at a high level. He will continue the digital transformation of AndCo’s tech stack, data management, and technology IP, supporting accuracy, and efficiency and striving for an optimal end-user experience.

“Bharat’s deep experience leading both vertical and horizontal financial services IT organizations make him highly qualified for his new position as CIO,” said Mike Welker, Chief Executive Officer of AndCo.

About AndCo

This communication is intended for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular course of action.  AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

AndCo, a full service independent institutional investment consulting firm headquartered in Orlando, Fla., was founded on the belief that the institutional client should have the most objective and unbiased information with which to prudently evaluate their investment portfolio/program.  The firm is comprised of a dedicated group of industry specialists with diverse business backgrounds working together toward the common goal of simplifying the investment and fiduciary decisions of plan sponsors. With offices around the country and approximately $123 billion in assets under advisement as of June 30, 2021, AndCo serves as an independent fiduciary to each of its clients by accepting no soft-dollar compensation, having no broker dealer affiliations, selling no investment products, and having no pay-to-play arrangements.