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Rupal J. Bhansali

Rupal J. Bhansali

Senior Vice President
Chief Investment Officer
International Equities
Rupal is the portfolio manager for Ariel’s international and global strategies and oversees the entire research effort of these offerings. Additionally, she is responsible for covering the financial and retail sectors. She joined Ariel after spending 10 years with MacKay Shields where she was senior managing director, portfolio manager and head of international equities. During her tenure, Rupal successfully managed both institutional and retail portfolios. Prior to joining MacKay Shields, Rupal was portfolio manager and co-head of international equities at Oppenheimer Capital where she co-managed international and global equity portfolios. She has also held various roles at other investment firms since she began her career in 1989, including Soros Fund Management. Fluent in several Indian languages including Hindi, Rupal earned a Bachelor of Commerce in accounting and finance, and a Master of Commerce in international finance and banking from the University of Mumbai, as well as an MBA in finance from the University of Rochester where she was a Rotary Foundation Scholar.

Micky Jagirdar

Vice President, Research
Micky is dedicated to Ariel’s international and global strategies with a focus on the technology and health care sectors. He joined Ariel after spending nearly 10 years as an equity research analyst at various investment firms, including Smith Jacobs and September Group Partners where he focused on global absolute return strategies. Fluent in several Indian languages including Hindi, Micky earned a Bachelor of Commerce in accounting and finance from the University of Mumbai, and an MBA in finance and investments from the Zicklin School of Business of Baruch College.

Guotao Lu

Vice President, Research
With over nine years of experience, Guotao covers telecommunications and industrials for Ariel’s international and global strategies. Prior to joining the firm, he spent over four years with MacKay Shields as an equity analyst covering industrials, financials and technology. Additionally, he brings over five years of experience as a software engineer. Fluent in Mandarin, Guotao graduated from Tsinghua University with an MS and BE in computer science. He also holds an MS in computer engineering from the University of California, Santa Cruz and earned an MBA from Columbia Business School.

Brent Merlis

Vice President, Head Trader
International Equities
With over 12 years of international trading and operations experience, Brent is responsible for executing Ariel’s international and global strategies. He joined the firm after spending over 10 years at Deutsche Bank Asset Management, most recently as an assistant vice president of active equity trading. In this capacity, Brent implemented trades for both the domestic and international portfolios and collaborated with fund managers on best execution and limiting risk. A graduate of Syracuse University, he earned a BS in political science with concentrations in finance, psychology and biology.

Chaim Schneider, CFA

Vice President, Research
As a member of Ariel’s international and global investment team, Chaim is responsible for covering consumer staples and financials. He brings over a decade of research experience having previously worked for Deloitte LLP, MacKay Shields and Citigroup. As an active member in his community, he cofounded Nefesh Yehudi Academy, a unique after-school program in New Jersey. Chaim graduated magna cum laude from Yeshiva University in New York with a Bachelor of Science in accounting and information systems. He received his MBA from New York University Stern School of Business.

Karthic Arunachalam

Research Analyst
Karthic is dedicated to Ariel’s international and global strategies covering the basic resources and consumer discretionary sectors. Prior to joining the firm, he served as a senior research associate for UBS India Services in Mumbai and Hyderabad, as well as a senior analyst in the investment research division of Evalueserve in Gurgaon. Beyond Ariel, Karthic is co-founder of the Right to Education movement of Child Rights and You in Chennai, India. Fluent in Tamil, he graduated from Anna University’s College of Engineering and earned his MBA from Cornell University’s Samuel Curtis Johnson Graduate School of Management. Furthermore, Karthic has passed all three levels of the CFA program and will be eligible for the CFA charter upon satisfying his work experience requirement.

Jeffrey H. Suzuki

Research Analyst
As a generalist, Jeff is responsible for providing widespread analytical support to Ariel’s international and global investment team. With over five years of experience, he has worked in financial centers around the world from London to Hong Kong and is conversant in Japanese. Before joining Ariel, he spent three years at Northern Trust Global Investments on the international equities team. Prior to that, Jeff worked at Prime International Trading, Ltd. where he conducted extensive financial modeling and risk analysis. He earned a Bachelor of Science in finance and leadership from the University of Dayton and an MBA from The Hong Kong University of Science and Technology.
 
 
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