Chief Investment Officer
20+ years
Skills
Portfolio Management
Risk Management
Investment Strategy
Asset Allocation
Alternative Investments
Team Leadership
CFA Charter
Institutional Sales
Market Analysis
Education
MBA in Finance, Harvard Business School
BS in Mathematics, MIT
BS in Mathematics, MIT
Certifications
- CFA Charter
- CAIA
- FRM
Investment professional with deep expertise in risk management and client-centric portfolio construction for institutional and private clients.
- Managed $2B+ in institutional and private client assets
- Developed proprietary risk management frameworks
- Led investment committee and strategic asset allocation decisions
- Delivered consistent alpha generation across market cycles
- Built and managed investment team of 15+ professionals
