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Previous Director of Operations Next UHNW Investment Advisor
CAN-2025-YPBN8O

Chief Investment Officer

Function: Investment Advisory Location: Mid-Atlantic

Years of Experience

20+ years

Overview

Chief Investment Officer with 20+ years of experience in institutional and private wealth management. Expert in portfolio construction, risk management, and investment strategy development.

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

Certifications

CFA Charter, CAIA, FRM

Full Description

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

Contact Information

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