Darcy G. Bhatia

Ms. Darcy G.
Bhatia, CFA, is Co-Founder at Highmount Capital LLC since 2002.
Prior to that, Ms. Bhatia was a Portfolio Manager and Managing Director at Trainer Wortham & Co. in New York.
As a member of Trainer Wortham's Family Wealth Management Team, she designed strategic investment and asset allocation plans and managed assets and liabilities for families.
Additionally, she coordinated accounting services, estate and tax planning, real estate reviews and property and personal liability exposures.
Prior to moving to New York, Ms. Bhatia was Vice President and Portfolio Manager at The Pacific Bank in San Francisco, where she was instrumental in building the Investment Management Division of the bank.
Ms. Bhatia holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
She is a member of New York Securities Analyst, where she serves as an active member of the Private Wealth Management Committee.
Additionally, she holds memberships with the CFA Institute, Financial Women's Association, Women Presidents Organization and Financial Planning Association , and is a board member of Kids In Distressed Situations.
Ms. Bhatia received her undergraduate degree from Tulane University in New Orleans, Louisiana and her MBA from Thunderbird, The Garvin School of International Management in Glendale, Arizona.