Sagar Joshi currently serves as a Managing Partner & Co-Founder of Drawing Capital Group LLC. Before co-founding Drawing Capital Group LLC, Sagar worked for five years in various roles at Charles Schwab & Co., Inc, including equity and derivatives trading, investment advisory, and wealth management. In his previous wealth management experience at Charles Schwab & Co. Inc., Sagar managed a practice of over $800 million in client assets, where he focused on asset allocation models, portfolio management, debt financing strategies, and financial planning.
Sagar earned an undergraduate degree in Economics from the University of California, Berkeley. Sagar holds a Graduate Certificate in Financial Risk Analysis and Management from Stanford University.