Sonny Mehra, AIF®, CIMA®
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Phone: 248-269-8366
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Sonny has been with StraightLine since 2006, starting as an intern while completing his degree in Finance at the University of Michigan Dearborn.
He enjoys being a student of the markets and taking time to understand the complexities of the economy. He has regular interactions with fund managers and various investment representatives and works closely with StraightLine’s research partners, SkyView Investment Advisors. He takes pride in distilling investment information and constructing portfolios that meet client needs.
Sonny grew up in Toronto and spent some time in living New York. He is an avid hockey fan and sports fan in general. In his free time, he enjoys spending time with friends and family, as well as spending time in Detroit, traveling, and going to new restaurants.
He enjoys being a student of the markets and taking time to understand the complexities of the economy. He has regular interactions with fund managers and various investment representatives and works closely with StraightLine’s research partners, SkyView Investment Advisors. He takes pride in distilling investment information and constructing portfolios that meet client needs.
Sonny grew up in Toronto and spent some time in living New York. He is an avid hockey fan and sports fan in general. In his free time, he enjoys spending time with friends and family, as well as spending time in Detroit, traveling, and going to new restaurants.
PROFESSIONAL DESIGNATION:
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary ® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components -- more information is available at Professional Designations.
Investments & Wealth Institute ® (the Institute) is the owner of the certification marks CIMA ® and Certified Investment Management Analyst ®. Use of CIMA ® and/or Certified Investment Management Analyst ® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. Those certifications requirements include education, exam, experience and ethics components -- more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary ® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components -- more information is available at Professional Designations.
Investments & Wealth Institute ® (the Institute) is the owner of the certification marks CIMA ® and Certified Investment Management Analyst ®. Use of CIMA ® and/or Certified Investment Management Analyst ® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. Those certifications requirements include education, exam, experience and ethics components -- more information is available at Professional Designations.