- B.S. in Finance from the Kelley School of Business at Indiana University
Rohan Sagar joined Wealthstream Advisors in 2024 as an Analyst. Rohan assists Advisors by conducting research and developing personalized analytical insights that inform client financial planning strategies. His responsibilities include collecting and analyzing client financial data to prepare detailed reports in support of key decisions related to investments, taxes, retirement, and estate planning.
Rohan recently earned his bachelor’s degree in finance from the Kelley School of Business at Indiana University, majoring in finance and business analytics. Prior to joining Wealthstream as a full-time Analyst, Rohan successfully completed Wealthstream’s internship program in 2023, conducting in-depth research in support of the investment committee.
A native of Rochester, NY, Rohan previously resided in Raleigh, NC before moving to New York City. Outside of work, he enjoys traveling, reading, and playing volleyball.
