Harveen Bhathal

Prior to joining CW Advisors, I worked at Wolf Group Capital Advisors, where I focused on portfolio data management, client onboarding, quarterly performance reporting, and providing support to both our clients and advisors. I previously held roles at Goldman Sachs in the Core Operations division, as well as The Wolf Group, PC.

In addition, I hold a Bachelor’s degree in Government & International Politics from George Mason University and a Master’s in Data Analytics & Policy from Johns Hopkins University.