Founder and Group CEO
Wall Street operator turned founder — building the firm that makes R&D credits reachable for the middle market.
Anupam Satyasheel is a forward-thinking entrepreneur and the Founder and CEO of Occams Advisory, a global financial advisory firm that champions the growth of small and medium enterprises (SMEs) across various sectors. With his leadership, Occams has garnered prestigious recognitions, including listings on the Inc Fastest 5000, FT America's Fastest 500, and Fortune magazine's 300 Most Innovative Companies.
Holding an MBA from New York University, with a semester at London Business School, Anupam's academic pursuits in Finance & Economics have laid a solid foundation for his professional journey. His Wall Street tenure at renowned institutions like Barclays, Bank of America Merrill Lynch, and The Bank of Nova Scotia equipped him with the insights and experience to identify the unique challenges faced by SMEs, inspiring the creation of Occams Advisory. Beyond his corporate achievements, Anupam is deeply committed to social and educational initiatives. He serves as a co-founder and executive director of Child Literacy, actively contributing to projects that support educational opportunities for underprivileged children.
Residing in Long Beach, CA, with his family, Anupam leads a balanced life, dedicating his time to both his professional endeavors and personal interests. He actively participates in sports with his sons, experiments with cooking, and indulges in reading on topics ranging from personal growth to astrophysics. His leadership at Occams Advisory and his philanthropic efforts demonstrate a steadfast dedication to creating a legacy of innovation, empowerment, and sustainable success.
