CFA, Chief Executive Officer & Chief Investment Officer
Munish Sood is the founder of Princeton Advisory Group, Inc. and serves as Chief Investment Officer of the firm. Munish is the Senior Portfolio Manager for Princeton’s hedge funds and is the chairman of the Investment committee overseeing all investment strategies and products. The firm was founded in 2002 to provide investment management services to Institutional and Family Office clients across multiple credit investment strategies. The firm currently manages in excess of $600 million USD. Prior to forming Princeton Advisory Group, Inc., Mr. Sood co-founded BoTree Investments, LLC, in 2001 where he was the Chief Investment Officer. Mr. Sood was responsible for managing and investing in structured products and overseeing all investment activity in Botree Asset Management, LLC. Prior to Botree, Mr. Sood was the Senior Portfolio Manager at Global Value Investors, Inc. from January 1999 to April 2001. Prior to Global Value Investors, Inc., Mr. Sood was a Senior Analyst/Trader at Penn Capital Management, Inc. From 1996 to 1998 he was an associate at Bankers Trust focusing on fixed income arbitrage. Mr. Sood received a Bachelor of Science in Finance & Accounting from Rider University. He holds a Chartered Financial Analyst designation and is a member of the CFA Institute. Mr. Sood is a founder of First Choice Bank in Lawrenceville, NJ and has served has Chairman of the Board since 2007.