Ravi V. Vaidya

RAVI VAIDYA is an Associate at Floyd Advisory. He has a wide array of experiences in healthcare, credit analytics, investment banking, and wealth management. Mr. Vaidya’s expertise includes conducting statistical analyses, developing data models, and financial modeling to calculate cash flows, assess risk, and shape financial projections.

Prior to joining Floyd Advisory, Mr. Vaidya supported a team of financial advisors at Alliance Bernstein wherein his responsibilities involved constructing asset allocations, presenting wealth-forecasting analyses, and servicing high-net-worth clients. Other prior investment-banking experience involved planning private offerings and conducting pre-sale due diligence. The scope of Mr. Vaidya’s analyses and reporting has covered many areas including private placement market trends, public company M&A activity, and the performance of asset securitization programs.

Mr. Vaidya received his Bachelors in Economics from New York University, with minors in Mathematics and Chemistry. He has been a licensed general securities representative and is currently pursuing his Chartered Financial Analyst credential.

Education & Certifications

  • Bachelors in Economics,
    New York University, with minors in Mathematics and Chemistry