Head of Investments & Asset Allocation at OBM, Inc. (Family Office)
Industry
Finance / Banking / Insurance
About
Twenty four years of experience as institutional & private clients investment professional with a distinguished record of accomplishments in investment management, wealth management and strategic advisory. Substantial experience in setting global asset allocation, executing tactical views and identifying market opportunities across multiple asset classes as CIO and Managing Director for Single Family Offices and multi-billion dollar portfolios. Proven success working with investment committees and managing investment staff. Extensive background in the investment management and operating functions of Family Offices, Private Banks and Global Financial Institutions.
Professional experience ...
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