Ronak Doshi is a highly accomplished financial professional with a strong background of nearly 10 years in portfolio management, trading, and investment analysis. He graduated from USC's Marshall School of Business with a Bachelor's in Business Administration and a concentration in Finance. Ronak is a CFA Level III candidate and earned his Series 7 and 66 certifications - further underscoring his commitment to professional excellence.

Most recently, Ronak worked as a Portfolio Research Associate and Trader at JSF Financial - a premier wealth management firm. JSF also utilized NewEdge Securities as their broker-dealer to execute trades. NewEdge has a strong track record going back to 1981, with 350+ advisors on the platform and servicing over 75,000 client accounts.

While at JSF, Ronak played a pivotal role to optimize trading systems and assist the firm’s rapid growth from $1.2 billion to $2.5 billion in assets under management. He led the execution of complex trade processes across thousands of client accounts, implemented innovative tax-loss harvesting strategies, and collaborated closely with ultra-high-net-worth clients to tailor tax-efficient portfolios .

Ronak’s career also includes valuable experience for Verus Investments, where he supported pension plans totaling $390 billion in assets under advisement. His prior roles also include Lowell Capital Value Partners where he specialized in small-value equities and Roth Capital Partners where he worked as an equity research analyst.

In his free time, Ronak enjoys hiking, tennis, watching college football, and enjoying delicious vegetarian recipes. In 2024, Ronak took a brief sabbatical to travel and study for the rigorous CFA exams. Three Arch is very happy to have Ronak join the team.