Pardeep Kumar, CFA
Atlantic American Partners
Pardeep joined Atlantic American Partners as Managing Director to explore investment opportunities and to oversee marketing & business development activities across global markets with specific focus on investors from South Asia and Middle East region.
Pardeep has 13+ years of experience in investment banking, investment analysis, valuation, buy-side research and fund management. Prior to joining Atlantic American Partners, he worked with Investment Banking arm of CEA group and played his pivotal role across M&A, Strategic Corporate Finance, and capital raising transactions. He also worked as Head of Investment Research at a regional investment bank based in Saudi Arabia where he played an instrumental role in setting up the Investment department by developing innovative products in fund management and buy-side research. Pardeep was also appointed investment committee member, and he travelled extensively throughout the Middle East.
Prior to relocating to Saudi Arabia, Pardeep held the position of Chief Investment Officer at a prominent local asset management firm where he withstood the financial crisis. Earlier in his career, he obtained substantial experience in corporate banking advising major clients on their funding needs and then transitioned to the asset management industry.
Pardeep earned a MS Finance degree from Sykes College of Business at The University of Tampa. He holds a Series 79 License and is a CFA charter holder.