Karan prior to co-founding WealthKernel (B2B robo-advisor) was a portfolio manager at Barclays where he oversaw $500 million in client assets. He was a member of the North American Equity Committee and a voting member of the Selection Committee responsible for maintaining reference portfolios. He is a CFA® charterholder and holds a Master of Science in International Accounting and Finance from CASS Business School in London.