Business Advisory for Hedge Funds and Family Offices

As a leader in the finance industry, ICFA Associate Certified Coach, and founder and executive coach of her own coaching firm, she uses her expertise as to empower individuals to improve their leadership, performance, resilience, and well-being. In her prior roles, Nicole excelled as a vice president in investment management, evaluating and managing investments alongside a large team. She has also served as chief staff intern at a technology company and as an associate in private equity. As a coach, she is committed to holistic well-being and is certified in mindfulness-based stress reduction and meditation. She is also an active volunteer with interests in tennis, Buddhism, skiing, piano, hiking, and aviation.

Steven specializes in executive and leadership coaching, serving clients in global trading businesses, banks, and hedge funds and helping them improve their efficacy and productivity in highly regulated and competitive environments. He began his career as a junior trader in interest rate products, and subsequently worked as a proprietary trader, bridging gaps between trading desks through arbitrage techniques. As a senior trader in interest rate, FX, and fixed income derivatives, he has managed portfolios, pricing, hedging, and funding. At Arootah, he provides individual performance coaching to portfolio managers and traders, as well as executive coaching to COOs.

As a CFA with 25 years of experience, a portfolio manager, and a three-time industry award winner, Chris has the tools leaders need for success. His career spans various growth-stage organizations, where he has excelled in delivering customized investment solutions, providing exceptional client service, and driving firm growth and innovation. Chris has served as a chief investment officer for a wealth management firm, a co-founder and chief investment officer for a boutique asset management firm, and a portfolio manager for multiple global investment management firms, where he consistently generated alpha and contributed to strategic growth initiatives. As a global strategist and portfolio manager at a leading investment firm, Chris has a strong track record delivering superior risk-adjusted returns through disciplined and sustainable investment processes.

With a background spanning various roles in global macro and emerging market investments, James offers clients a wealth of experience. They have previously served as the global head of emerging market debt strategy and head of emerging market debt in a prominent investment management company, where they significantly contributed to growing franchise assets from inception. Their expertise includes managing sovereign portfolios for a global hedge fund and providing critical analytical input to an award-winning high-yield fund. Additionally, they have worked as an EM debt strategist and head of Latin American equity strategy at a major financial institution. They have also served as a political economic analyst for the Central Intelligence Agency and as an officer in the US Navy.

As a seasoned global macro portfolio manager, Jose has a strong background in asset allocation, portfolio construction, and multi-asset class management and works with a wide range of clients, from institutional investors to high-net-worth individuals. Jose has held diverse roles, including a director and portfolio manager in transition management position, where they executed intricate equity and fixed income transitions, optimized portfolio index performance, and spearheaded internal process automation. They also founded and led a technology startup, demonstrating hands-on development skills and effective team leadership. Additionally, their experience as a single-family office advisor and outsourced chief investment officer (OCIO) resulted in outperforming market benchmarks. They have played a crucial role in driving asset growth and launching investment vehicles on a global scale and have also managed derivatives portfolios, developed investment strategies, traded structured products, and provided training for wealth management professionals.

A seasoned investment professional with a CFA designation and an MBA from Columbia Business School, Kwame has adeptly managed substantial assets for high-net-worth and ultra-high-net-worth clients. His expertise spans equities, fixed income, mutual funds, ETFs, alternative assets, and commodities. In his previous roles, he honed his skills in portfolio management, financial analysis, and relationship building at esteemed financial institutions. In his current position as investments manager at a prominent firm, Kwame oversees a team responsible for managing approximately $1 billion in UHNW client assets, crafting portfolios, and monitoring financial markets for alpha opportunities.

Michelle is an accomplished financial services executive with a strong background in portfolio management, security selection, and business strategy. While managing multi-strategy alternative funds, she has continually outperformed her peers with lower volatility and draw-downs. As a thought leader in the industry, she has spoken at major conferences and published work on investing and alternative investments. As an adjunct professor and the founder of a personal finance information platform, Michelle is also dedicated to personal finance education and gender and racial equity in the financial markets. With her extensive experience, expertise, and passion for education and equity, Michelle offers valuable insights and leadership to the financial services industry.

As a CFA and seasoned quantitative investor, James has a strong track record in building hedged portfolios that encompass various asset classes. Over the course of his career, he has worked in roles that require deep technical analysis and modeling. He previously served as a senior analyst at an asset management firm, where he sourced and analyzed synthetic risk transfer assets. Additionally, he has served at a top-tier insurance and investment management company, focusing on structured products, as well as a global independent investment management firm, where he worked on various aspects of portfolio management and trade analysis. In his current position at a software development company, he is responsible for designing and implementing an order management and auto trading system for equity options.

With 25 years of experience in the finance industry, Noel has an impressive track record of expanding many multi-million-dollar and multi-billion-dollar businesses, raising substantial capital, and managing over 100 employees with a net result of over $400,000,000 in profits. Noel has also held leadership roles in options trading, fixed income futures and options, market making, and portfolio management where he developed profitable strategies. Additionally, he played a key role in the success of a firm that was later acquired by prominent financial entities. In his current role as the chief investment officer and founding partner at a San Francisco-based firm, he has launched a unique options-based quant I.P. that delivers exceptional returns and engages in multiple business development activities. In addition to serving as a leader in the finance industry, Noel serves on the board of directors for a cancer charity, contributing to its strategic growth.

An accomplished engineer, investor, and quantitative researcher, Pablo’s diverse background spans venture capital, fintech, cryptocurrency, and machine learning/artificial intelligence. Over the course of his career, Pablo has held leadership positions in the technology industry, led research and development for systematic hedge fund investments in crypto assets, and overseen research efforts while constructing innovative investment strategies at an investment firm. In his current role as the head of quantitative investments at a boutique registered investment advisor, he leads a team dedicated to crafting high-yield, low-volatility strategies for various client profiles, managing assets that total $325 million.

As a highly experienced financial professional, Rajat has over 20 years of expertise in equity capital markets, private investments, and portfolio management. During his career, Rajat has held positions at prestigious institutions where he developed expertise in technology, software, equity research, and investment banking. Rajat also played a pivotal role in evaluating late-stage private investments and global IPOs, contributing significantly to profits. In his most recent role at a prominent asset management firm, he excelled as a portfolio manager and global head of equity capital markets, generating a substantial profit within a short period of time.

Richard has over 20 years of experience as a portfolio management and quantitative research Executive. He excels in investment portfolio expertise and cross-functional team leadership, and has a proven track record in creating value-adding products and bridging the gap between quantitative methodologies and portfolio management. His expertise encompasses asset management, quantitative research, and equities, with accomplishments that include leadership in investment boutique growth, innovative product development, and successful AUM increase.

With over 17 years of experience, Travis has consistently developed successful investment strategies, made substantial cost reductions, and surpassed benchmarks in the finance industry. He has extensive and comprehensive expertise in investment management and has previously served as a senior portfolio manager, a portfolio manager, an assistant portfolio manager, and an investment analyst. In his current role as chief investment officer and vice president, he oversees a wide range of investment division functions, focusing on enhancing portfolio yield and reducing expenses. In that position, he is also responsible for collaborating with executive teams and participating on various committees. As a leader, he emphasizes mentorship and communication as well as regular meetings with regulators, rating agencies, and his board.

Alan is a finance industry leader who has been operating his own coaching practice since 2016 where he works with senior leaders and key staff to improve their business’ management, communication, and organizational culture. Alan has also served as chief operating officer, chief investment officer, analyst, and portfolio manager at a prominent financial institution. During his tenure, he played a pivotal role in the growth of assets under management from $10 million to nearly $2 billion by 1997. He also gained teaching experience with the New York City Board of Education that has proven crucial to his position as a coach.

As an ICF-credentialed Professional Certified Coach, Alyson has over 15 years of experience supporting organizations and individuals in reaching their goals. She has delivered workshops and training to prestigious organizations such as KPMG, New Zealand Trade and Enterprise (NZTE), International Coaching Federation (ICF), Professionals in Human Resources Association (PIHRA), and Project Management Institute (PMI). Additionally, as a dedicated volunteer affiliated with the International Coaching Federation, she brings contagious energy and an “anything is possible” attitude to every situation she encounters.

Brian has a distinguished career as a research analyst and coach with a wealth of experience in both domains. As a research analyst, he excelled in positions at a high yield trading group, specializing in Telecom, Media, and Technology sectors, where he played integral roles in growing and managing trading desks with significant gross nationals. He is an expert in driving revenue through in-depth fundamental analysis, catalyst-driven trade ideas, and concise trading recommendations. Brian also holds a Leadership & Performance Coach certification from Brown University and provides clients valuable insight in both research and professional growth.

Daniel is a highly accomplished senior search professional and executive coach with a remarkable, 20+ years track record in the financial and investment industry. Daniel began his career as a captain in a respected branch of the armed forces and went on to make significant contributions to the financial industry where he held leadership roles at asset management and alternative investment firms. In his role as a senior executive coach at a prominent advisory firm, he spearheads business development initiatives and engagements across various sectors. Daniel serves as a faculty trainer/facilitator at a major coaching academy, leading ICF-accredited programs. As a coach, he has propelled numerous C-level executives, senior attorneys, and associates toward peak performance.