Aman Sunder, Ph.D.

Dr. Aman Sunder serves on the Elwood & Goetz Wealth Advisory Group investment committee, where he helps lead the firm’s global investment strategy with deep expertise in international markets, sustainable investing, and the evolving role of artificial intelligence in portfolio management. His leadership in these areas strengthens the firm’s ability to deliver globally diversified, forward-looking investment solutions grounded in rigorous analysis and long-term thinking.

Aman is also a professor, researcher, and the dean of the graduate school at the College for Financial Planning, where he oversees advanced academic programs in finance and financial planning. His dual roles in both academia and private wealth management allow him to uniquely bridge theoretical research with practical application—benefiting clients with strategies that are both cutting-edge and grounded in evidence.

Aman holds a doctorate (Ph.D.) in Financial Planning from the University of Georgia, one of the nation’s premier programs in the discipline. His scholarly work spans a wide range of topics including socially responsible mutual fund performance, the time use of retirees, women in financial planning, and the value of financial advice during times of economic uncertainty. His research has been published in leading academic journals such as The Journal of Wealth Management, Financial Planning Review, The Journal of Finance Issues, Journal of Accounting and Finance, and Academy of Economics and Finance Journal.

Before entering academia and working with Elwood & Goetz, Aman spent more than a decade in international business development roles related to engineering and infrastructure. His background includes experience in marketing and strategic partnerships across global markets, adding a valuable cross-disciplinary perspective to his work with clients and investment teams.

At Elwood & Goetz, Aman’s contributions to the investment committee reflect his global lens, academic depth, and commitment to innovation. He is particularly focused on how artificial intelligence is reshaping investment research, risk modeling, and portfolio design—valuable insights to help ensure clients’ portfolios remain both resilient and adaptive in a rapidly changing financial world.

Clients and colleagues alike value Aman’s analytical depth, global outlook, and commitment to translating complex insights into clear, actionable strategies. His contributions help ensure Elwood & Goetz remains at the forefront of innovation in wealth management while delivering enduring value for clients across generations.

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