Anil G. (Neil) Chakkera
Chief Investment Officer

Anil G. (Neil) Chakkera Neil oversees all investment, portfolio management and financial planning services for Long-Term Solutions.

Prior to joining Long-Term Solutions, Neil was Chief Investment Officer at Inlign Wealth Management, one of the largest wealth management firms in the Phoenix area. He was responsible for developing and implementing the investment strategies and policies for Inlign. As CIO, he provided global market and economic perspectives for strategic and tactical decision-making, helped develop complex asset allocation methodologies and construction of tax-efficient portfolios. Neil also led the investment research process for both traditional and alternative asset classes and also worked closely with key Inlign clients on the investment advisory process.

Prior to joining Inlign, he was Director of Research and Senior Portfolio Manager at Sand Hill Advisors, a Palo Alto based wealth management firm, where he was responsible for developing investment strategies, ongoing tactical implementation of client portfolios and managing the research and portfolio management functions at the firm.

Prior to 2003, he was a Portfolio manager at Glaze Capital Management, where he was responsible for managing client portfolios including asset allocation, security selection, trading and portfolio implementation.

Education

Neil holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Phoenix CFA society. He received his MBA in Finance at Indiana University, his MS in Industrial Engineering at Arizona State University and a BS in Mechanical Engineering at University of Allahabad (India).