About Us - Confluent Asset Management

OUR TEAM

The Confluent team is comprised of experienced and certified professionals, all committed to the success of our clients. Our mission is to prioritize our clients’ needs first and remain dedicated to creating real long-term wealth for every client across the United States. Each of our team members has a role to play in reaching our goals and fulfilling our mission.

Say hello...

MEET THE CONFLUENT TEAM!

Yogesh Prasad, CFA®, CAIA®, CHP®, MBA®

Founder & CEO

Confluent Asset Management was established by Yogesh Prasad, a seasoned professional dedicated to delivering financial services with the utmost ethical standards. His vision is to assist clients in realizing their financial goals and serve as a trusted advisor for their comprehensive financial planning needs.

Yogesh, with extensive experience, served as VP of the Portfolio Solutions Group at a prominent Retirement Income Product Development Company, advising investment firms on asset allocation and portfolio construction. Previously, he held the position of VP at a $3 billion Quantitative Asset Management firm. Yogesh, with a decade of asset management expertise, also served as a Senior Manager at Godrej & Boyce, Interio Division, India, leading state distributors and retailers.

Committed to maintaining high moral and ethical standards, Yogesh ensures transparency and partnership in all client interactions. His mission is to instill confidence in clients through top-notch services, fostering long-term partnerships that contribute to each client’s success.

Yogesh’s other credentials include: Financial Risk Manager (FRM®), passed level 1 and a Bachelor of Engineering in Mechanical Engineering (B.E).

Cole Achtzehn

Marketing Manager

Cole is an experienced marketing professional with a passion for digital marketing and increasing efficiency. Cole earned a degree in marketing from Hastings College in Hastings, NE where he also played college football. Cole has spent the majority of his professional career developing marketing strategies focused around growth and brand exposure. While serving as the Marketing Director and later Head of Sales and Marketing for MAR Companies, a property management company in Scottsdale, AZ, Cole managed and directed all marketing efforts for the entire portfolio of existing clients.

Cole also has marketing agency experience gained while working at IdeaBank Marketing in Hastings, NE, where he contributed to a wide variety of marketing efforts for clients with emphasis n return on investment in digital marketing. Cole possesses crossover experience in sales as well, thanks to responsibilities in previously mentioned roles along with time working for the Thompson LaSalle Allstate Insurance Agency in Phoenix, AZ.

Toree Gibson

Client Service Associate

Toree Gibson is a dedicated financial professional with a strong commitment to helping individuals achieve their financial goals. A proud graduate of Arizona State University, Toree holds a Bachelor of Science in Finance. With a passion for building meaningful relationships, she focuses on providing personalized financial guidance tailored to each client’s unique needs.

As a Phoenix native, Toree is deeply connected to her community and understands the specific challenges and opportunities that local residents face. Her goal is to make a positive impact in people’s lives, as a trusted partner, helping them navigate their financial journeys with confidence.

Toree upholds the highest ethical standards in her practice, ensuring that her clients receive honest and transparent advice. She is dedicated to acting in their best interests, guiding them through the complexities of finance with integrity and respect.