Pallavi Srivastava

Pallavi Srivastava serves as a Director on the Investment Team at Tolleson Wealth Management. In this role, she oversees portfolio construction, third party manager selection, and ongoing portfolio management of the firm’s international investments portfolio. She is also involved in sourcing, diligence and monitoring of private investments, particularly in venture capital and growth equity.

Prior to joining Tolleson, Pallavi was a senior investment professional at View Capital Advisors, where she was responsible for investment manager research and due diligence across multiple asset classes with a focus on private equity investments. With more than 10 years of experience, Pallavi started her career at UBS where she was involved in running a covered call writing options strategy.

Pallavi received a master’s in finance degree from Rochester Institute of University. She is married with two children and is a published author of a book on motherhood.