J Robert Varghese is a qualified expert, working in Banyan Investment Group main office of which is in 187. as a Evp, Portfolio Strategy and Management from 2019. J Robert Varghese gained professional experience in more than 12 positions at different companies. J Robert Varghese went to the Graduate School of Business & Administration and received education there from 2005 to 2006. This expert has such qualifications as Chartered Market Technician (Cmt). Atlanta, Georgia is the city, where the professional was known to live. The professional's email address and number can be easily accessed through this website on demand.
Name variants:
J Varghese
Last updated May 18, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ro**@hotmail.com
Location
Atlanta, GA
Company
Banyan Investment Group
Workplace
Evp, Portfolio Strategy and Management
Work History
Evp, Portfolio Strategy and Management
Atlanta, GA
Voting member of the Executive Committee
Evaluate portfolio impact of potential acquisitions/dispositions strategies, financing terms
Assist in developing investment and operating strateg...
from Jul 2019
Managing Partner
Global consultancy providing OCIO, Portfolio & Fund Management, and Strategic Advisory services to businesses, HNW/UHNW individuals, family offices, endowments and foundations.
from Jul 2019
Chief Investment Officer
3050 Peachtree Rd northwest, Atlanta, GA 30305
Arcus Capital Partners was ranked among the top 10% of all independent investment advisory firms in the country based on AUM. Arcus catered to the investment needs of ultra high net worth i...
Oct 1, 2015 — 2017
Vp, Senior Equity Research Analyst
Member of 5-person team managing Strategic Core Equity and Core Equity Income portfolios
gt;$1.5B in assets). Served as portfolio strategist along with primary fundamental coverage of
Uti...
2012 — 2015
President, Chief Operating Officer and Board Member
3712 Ringgold Rd #140, Chattanooga, TN 37412
injii is an interactive media broadcast platform for the collaboration of artists and charities. We help raise crowd-donations for charities by leveraging the content of professional artists...
from 2015
Adjunct Professor of Finance
1150 Douglas Pike, Smithfield, RI 02917
Taught advanced level finance course (FIN312 – Investments) in the C.V. Starr Financial Markets Center (FMC); 2 sections, approximately 60 students.
2012 — 2012
Director of Investment Strategy and Research
o Member of the Covenant Investment Committee which set overall direction for the firm’s client portfolios.
o Responsibilities included developing asset allocation and investment strategie...
2011 — 2011
Portfolio Manager
Successfully managed a long/short portfolio for a multi-billion dollar private investment firm.
Responsibilities included valuation analysis/financial modeling of investments, portfolio
c...
2008 — 2010
Director of Quantitative Research
265 Franklin St, Boston, MA 02134
Cadence Capital Management is an investment management company specializing in disciplined growth stock (GARP) investing with $7B in AUM. It manages portfolios for private and public pension...
2002 — 2008
Vice President, Quantitative Services
Norwalk, CT
Directly responsible for having increased group revenues by 30% each year from 2000 to 2002.
Assisted clients with alpha generation, portfolio construction, and optimization (e.g. 130/30 p...
1997 — 2002
Analyst, Structured Finance
1585 Broadway, New York, NY 10003
Provided analytical and quantitative support for structuring of multimillion dollar negotiated sales/private placements of bond and commercial paper issues.
Prepared client specific financ...
1995 — 1996
Education
2005 — 2006
1996 — 1996
1991 — 1995
Occupations
Executive
Managing Partner
Executive Vice President
Marketer
Market Analyst
Investor
Partner
Chief Executive
Vice President
Market Research Analyst
Skills
Asset Allocation
Investment Strategies
Bloomberg
Financial Markets
Technical Analysis
Quantitative Investing
Fundamental Analysis
Capital Iq
Equities
Hedge Funds
Morningstar
Alternative Investments
Capital Markets
Investment Management
Investments
Portfolio Management
Factset
Ms Office Products
Asset Management
Bonds
Equity Research
Etfs
Clarifi
Market Qa
Thomson Reuters
Evestments
Pertrac
Zephyr
Wonda
Northfield
Barra
Apt
Axioma
S&P
Russell
Msci
Compustat
First Call
Crsp
Trading Platforms
Trading Algorithms
Transaction Cost Analysis
Advanced Excel Modeling
FAQs about J Robert Varghese
What is the main profession of J Robert Varghese?
J is a Managing Partner.
What jobs is J Robert Varghese a professional at?
J Robert Varghese is a professional Executive and Managing Partner jobs.
Where does J Robert Varghese live?
The expert lives in Atlanta, Georgia.
What is J's email?
J Robert Varghese's email is ro**@hotmail.com.
How many companies did J Robert Varghese work at?
J Robert Varghese worked at 12 jobs.
What education does J Robert Varghese have?
J studied at the Graduate School of Business & Administration from 2005 to 2006.
Are there any professional certifications J Robert Varghese has?
J Robert Varghese received the following certifications: Chartered Market Technician (Cmt).
What is professional industry that J Robert Varghese worked in?
J works in Investment Management industry.