Suresh Basnet, MBA

Suresh is a trusted financial advisor, portfolio manager, and coach who thrives on helping people align their wealth with purpose. As the founder of Balanced Investment Company, he delivers daily insights on tax-efficient retirement strategies, portfolio management, and values-based advisory services. His mission is clear: to guide individuals and families toward greater contentment and confidence in their financial lives.

Suresh began his career as an analyst at UBS Financial Services in New York City, later serving as a Financial Advisor at Merrill Lynch and Voya Financial. He holds a BBA from Pace University in New York, an MBA from the University of Iowa, and completed the Executive Leadership Program at the University of Oxford in England.

A recognized thought leader, Suresh is an active member of the Forbes Finance Council, contributing expert insights to national conversations around money, meaning, and investment strategy. He also serves on the board of the Everest Fund of Science and Technology, a nonprofit committed to advancing innovation and opportunity in science and technology education.

Appointed by the Governor of Iowa, Suresh serves as a Commissioner on the Iowa Commission of Asian Pacific Islander Affairs, where he advises on public policy and community impact. His longstanding commitment to service earned him the Governor’s Volunteer Award in 2008.

Outside of finance and civic engagement, Suresh brings curiosity and creativity to everything he does—from world travel and meditation to the stage as a passionate improv comedy performer. His multidimensional approach to life fuels his ability to connect deeply, think critically, and help others live with intention.