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Ather Bajwa


Ather Bajwa Biopic

About Ather Bajwa

Ather Bajwa is the Director of Investment Research at Key Private Bank and is responsible for the areas of Fixed Income, Real and Alternative Assets. Ather has more than 20 years of experience working in portfolio analysis roles within fixed income, equities, asset management, funds investing, and alternative asset areas.

Ather collaborates with investment professionals across the firm to develop portfolios and models to optimize investor returns and craft strategic plans for fund managers based on their criteria. In that role, he manages and creates models, identifies new fund opportunities, maintains and develops a strong network of contacts with outside managers, conducts manager meetings, writes due diligence reports, reviews and updates fund reports, and recommends investment funds.

Previously, he served as the Director of Research for SGL Investment Advisors, Inc. While at SGL, he built complex financial valuation and pro-forma models to forecast earnings quality, projected financial statements, and evaluated enterprise value. Ather is a Certified Public Accountant (CPA), holds an MBA in Finance from the University of Montana, and is a Chartered Financial Analyst (CFA®).

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.  They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY