Pavan W. Auman is a Director and Research Analyst in Bernstein’s Wealth Planning and Analysis Group, where he specializes in quantitative modeling and research on topics including retirement planning, concentrated stock positions, and portfolio optimization. Pavan joined Bernstein in September 2014 from Charles Schwab, where he worked as a research analyst for the Schwab Investment Advisory in San Francisco. Previously, he held a variety of positions in Silicon Valley technology companies. Pavan earned dual degrees, a BA in environmental studies and a BSc in computer science, from Evergreen State College. Pavan holds an MBA with a concentration in equity valuation from Santa Clara University. He is a CFA charterholder. Location: New York