Shilpa Girish Andalkar

Current Employers

Employment History

• 05/2015 → 10/2017
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 10/2017 → 02/2018
  Brio Financial Group
  San Francisco, CA
• 03/2018 → 01/2019
  Ensemble Capital Management, Llc
  San Francisco, CA
• 01/2019 → 11/2024
  Ensemble Capital Management, Llc
  San Francisco, CA
• 11/2024 → Present
  Corient
  San Francisco, CA
• 11/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2018-06-18 → 2024-11-13
  Ensemble Capital Management, Llc
  San Francisco, CA
• 2017-10-13 → 2018-06-01
  Brio Financial Group
  San Francisco, CA
• 2015-05-18 → 2017-10-20
  Ameriprise Financial Services, Llc
  San Francisco, CA
• 2013-09-19 → 2015-05-05
  Hip Investor, Inc.
  Laguna Beach, CA

Other Businesses

1) United Religions Initiative (URI) Foundation; Yes; 1009 General Kennedy Ave. San Francisco, CA 94129; URI is an organization that works to bridge differences between people of all beliefs, to create community, and to solve local and global challenges; Investment Committee Member; 1/1/2020; 1.25 hours; 1.25 hours; Attend quarterly meetings where a separate outside investment advisor reviews the Foundation portfolio. Provide guidance on the investment policy and strategic asset allocation overall. Provide occasional input to presented reports - i.e. benchmarks or historical return figures. Share about mission of the organization to others and attend occasional events. The position on the investment committee is non-voting in regard to security selection and investment manager selection. 2) East Bay Community Foundation; No; 200 Frank H.Ogawa Plaza Oakland, CA 94612; Grantmaking to community; Board Member; 9/16/2025; 30 hours per year; 24 hours per year; Member of the Board.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-25
• S65 Uniform Investment Adviser Law Examination
  2013-09-19

Designations