Subir Grewal is a CFP®, CFA®-designated financial advisor with 13 years of industry experience. He is currently with Washington Square Capital Management LLC and serves as CEO and senior consultant at Greyker, Inc., a technology consulting firm. His work history includes roles at UBS Financial Services, Washington Square Technology Inc., Ness, Inc., and Greyker, Inc. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach combines fundamental value analysis with technical and macroeconomic considerations, offering distinct strategies monitored through regular portfolio reviews.

Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.