Billy Desai MBA CFA
AUTHOR

Billy Desai MBA CFA

Money & Finance
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Hi, I'm Billy! I began my career in 1999 and have worked for Credit Suisse, Lehman Brothers, Merrill Lynch and Invesco. I graduated from McGill University and IESE Business School. I am a CFA charterholder. I have a diverse and in-depth financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial institutions. I have developed a focus on asset allocation and tax strategies, offering more proactive and holistic planning to our clients. I have worked and/or lived in the United States, Canada, Spain, and the United Kingdom. I currently reside in Houston, Texas. Analog Capital Partners (ACPFO) provides comprehensive financial planning, focusing on wealth management, tax strategies, estate planning, and family office services. Our offerings include investment advisory, capital preservation, and tax minimization, with access to both public and private assets, as well as alternatives like real estate and precious metals. We operate on a fee-only basis, ensuring no conflicts of interest while providing fully integrated planning solutions for our clients. Billy Desai MBA CFA CEO Analog Capital Partners
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