Ramesh Poola, Ph.D., CFA®
Chief Investment Officer
Ramesh Poola is our Chief Investment Officer and Chair of the Investment Committee. He leads investment research and manages all client portfolios, guided by the rigorous investment discipline established by Reilly Financial Advisors.
With more than 16 years of experience managing investments for families, high-net-worth individuals, and 401(k) retirement plans, Ramesh leads investment research, portfolio management, and risk analysis across all asset classes. As a member of the Investment Policy Committee, he researches funds, determines asset allocation, and performs due diligence on alternative investments for Creative Planning’s Wealth Management and Fiduciary Services clients.
Ramesh received his MBA with honors from the University of Chicago’s Booth School of Business. He also holds a Ph.D. in mechanical engineering from the Indian Institute of Technology-Madras, India, and is a CFA® charterholder.
Ramesh has several interests that keep his free time fully engaged. He is an avid tennis player and enjoys hiking, gardening, traveling, and volunteering for local communities.
Why I Do What I Do:
I am passionate about empowering individuals with financial strength and wellness and solving their unique challenges. Seeing how our collective efforts can help families realize their life goals is gratifying and truly rewarding—it’s something I look forward to dedicating my efforts to every day.