Profil
Himanshu Monty Joshi served as the Chief Investment Officer at Optimal Asset Management, Inc. from 2013 to 2020.
He received his undergraduate degree from The University of Chicago in 1993 and his MBA from Haas School of Business in 2000.
Ehemalige bekannte Positionen von Monty Joshi
| Unternehmen | Position | Ende |
|---|---|---|
Optimal Asset Management, Inc.
 Optimal Asset Management, Inc. Investment ManagersFinance Optimal Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in Los Altos, California. It was founded by Dr. Vijay Vaidyanathan in 2012. The firm was acquired in 2021 by Pershing LLC, ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). OAM provides sub-advisory and investment advisory services to investment advisors, trusts, qualified retirement plan sponsors and other business entities. | Chief Investment Officer | 01.12.2020 |
Ausbildung von Monty Joshi
| The University of Chicago | Undergraduate Degree |
| Haas School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Optimal Asset Management, Inc.
Optimal Asset Management, Inc. Investment ManagersFinance Optimal Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in Los Altos, California. It was founded by Dr. Vijay Vaidyanathan in 2012. The firm was acquired in 2021 by Pershing LLC, ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). OAM provides sub-advisory and investment advisory services to investment advisors, trusts, qualified retirement plan sponsors and other business entities. | Finance |