Shashi Mehrotra, CFA

29 years industry experience

Shashi Mehrotra served as chief operating officer and chief investment officer for the Legend Advisory division of the Lincoln Investment Companies. He is an early adopter of the application of using artificial intelligence for investment management and is the chief designer for the Asset Allocation Neural Network, a computer model that uses mathematical algorithms to forecast the relative strengths for different asset classes.

Shashi is a member of the CFA Institute and the South Florida Financial Analyst Society. He has earned a BS in engineering from the University of Osamania, Hyderbad, India, and an MBA from Florida Atlantic University.