CFA Charterholder and CAIA alternative investment analyst Sameer Somal helps clients build, monitor and repair their digital presence. He’s considered an expert on reputation management, succession planning, technology, diversity, entrepreneurship, and leadership.
Prior to co-founding Blue Ocean Global Technology, Sameer was a senior investment analyst at The Bank of Nova Scotia and a financial advisor at Morgan Stanley and Merrill Lynch.
He currently serves on the CFP Board’s Council on Education, as well as the Financial Analysts Seminar’s Board of Regents for the CFA Institute. He also proudly serves on the board of the R.J. Leonard Foundation, an organization dedicated to educating, initiating careers and personally mentoring young adults aging out of the foster care system.
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