Education & Professional Experience

K. has studied at in Mathemetical Methods & Finance between 1983 and 1984, then at Columbia University in the City of New York in Mathematical Methods & Economics between 1978 and 1982.

K. worked for Portfolio Strategies Group LLC as CEO and Founding Principal, Investment Banking and Advisory between 2011 and May 2015, for James Alpha Management LLC as Senior Hedge Fund Manager between 2011 and 2013, for Select Access LLC / Vantage Point Partners LLC as Senior Investment Manager between 2004 and 2011, for Blackrock as Director between 2001 and 2003, for IBM Retirement Fund as Senior Investment Manager between 1996 and 2001, for Nomura Securities International as Vice President between 1989 and 1994, for Goldman Sachs as Analyst / MBS Research Department between 1985 and 1988.

 Skills & Competences

K. has the following skills : Derivatives, Investment Strategies, Asset Management, Bonds, Investments, Asset Managment, Structured Products, Portfolio Management, ETFs, Hedge Funds, Bloomberg, Investment Management, Equity Research, Asset Allocation, Fund Of Funds, Alternative Investments, Fixed Income, Equities.

K. has earned the following certifications : Series 7 License, delivered by Financial Industry Regulatory Authority (FINRA); Series 66 License, delivered by NASAA; CFA Charterholder, delivered by CFA Institute.