Avik Bhattacharya is a visionary AI and data transformation leader with over 15 years of experience driving large scale analytics, automation, and data strategy initiatives across the financial services and wealth management sectors. Known for his ability to translate advanced machine learning concepts into practical, business driven solutions, Avik has built a career at the intersection of data science, product innovation, and organizational transformation.
As Director of Data solutions at Modera, Avik plays a key role in growing the firm’s analytics and AI capabilities, leveraging cutting-edge technologies, and establishing integrated data platforms to optimize client insights, enhance operational efficiency, and drive evidence based decision making. His work spans advanced data modeling and engineering, data governance, predictive analytics, and the implementation of generative AI systems that elevate both strategic and day to day business outcomes.
Avik’s academic foundation includes a Master’s degree from Duke University, where he focused on applying machine learning techniques to genetic and biomedical data. His research sharpened his experience in high dimensional data, modeling methodology, and computational problem solving, skills that continue to underpin his AI leadership today.
Outside of Modera, Avik is a passionate Duke basketball fan who brings the same competitive energy to his love of strategy games, chess, and mathematical card based games. A dedicated traveler who has explored 70 countries, he’s equally at home in Atlanta, where he has lived for over 20 years. Avik is an avid science fiction enthusiast, and he and his wife share a love for their rescued dogs and for exploring theme parks across the US.
How do you feel you help to create impact for clients?
– My primary focus has been using active listening and communication skills to (1) understand the client’s goals and (2) articulate client challenges and summarize solutions succinctly in ways that are relatable. I am very technology focused so my clients are typically internal groups, and I try to listen to their key challenges and explain the technology solutions that can resolve their key pain points.
– Impact for clients of the firm flows downstream from improving the experience of our advisors , our financial research teams , and others that I support.
What do you feel is a strength that you have?
I’ve taken a lot of talent/personality type assessments that invariably highlight robust ideation as my key strength over all else. I’m also very visual so I enjoy being able to ideate and then express my ideas visually and diagrammatically to others which often sparks good solution development.
What do you enjoy most about working at Modera?
The great team – the people who work at Modera have got to be some of the warmest and kindest people I’ve met , which leads to an incredible team dynamic!
Where did you grow up? Where do you live now?
I grew up in part in Kolkata on the east coast of India and then continued growing up (in college and graduate school) in Indiana and North Carolina. I live in a suburb of Atlanta called Norcross and have lived here for 17+ years and love it here!
When you retire, you’re going to…?
If I can , I’m going to try to continue traveling and exploring different cultures, cuisines and customs in different parts of the world, since travel is my passion. I’d also love to invest more time in photography and learning languages!
M.S, Computer Science, Bioinformatics and Machine Learning
BA, Math, Physics, Computer Science
