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@cressetcapital.com
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10 phones found area 781, 914, and 617
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LinkedIn matched
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Archan Basu is listed as Chief Investment Officer at Altar Rock at Altar Rock, based in Lexington, Massachusetts, United States. AeroLeads shows a work email signal at cressetcapital.com, phone signal with area code 781, 914, 617, and a matched LinkedIn profile for Archan Basu.
Archan Basu previously worked as Chief Investment Officer at Altar Rock and Deputy Chief Investment Officer at Cresset. Archan Basu holds Ab, Applied Mathematics & Computer Science from Harvard University.
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AeroLeads found 1 current-domain work email signal for Archan Basu. Compare company email patterns before reaching out.
Client-centered asset allocator. Known for leading nimble, innovative teams to deliver consistent, superior investment and operating results.My focus is on the broadest questions that our clients face: purpose, goals, asset allocation, investment strategy, plan design, long-term outlook, risk budgeting, and vehicle/manager selection.My work spans asset classes (public, private and synthetic), methodologies (quant, macro, fundamental, data science, manager diligence), client segments (institutional, intermediary and private client) and the globe. I'm fortunate to have led or assisted in a handful of lasting innovations that materially improve portfolio outcomes across a wide range of client situations.
Listed skills include Hedge Funds, Portfolio Management, Quantitative Research, Finance, and 16 others.
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A career timeline built from the work history available for this profile.
Altar Rock is a Registered Investment Advisor that helps ultra wealthy families to achieve their critical lifestyle needs, multi-generational wealth transfer goals, and next-level aspirations.
Chicago, IL, US
Created an industry-leading portfolio management function, introduced risk-aware portfolio design, and oversaw trading. Integrated acquisitions to help grow AuM from $11-27 Bn.
Boston, MA, US
Created and led Fidelity's portfolio solutions effort for asset allocator clients, including wealth managers and CIO teams. Devised unique analytical tools; oversaw 9,000+ portfolio consultations; delivered 200+ keynotes in 30 states. Consistently generated firm's highest ever (100-200%) asset growth.
New York, NY, US
Drove consistent application of strategic, tactical and manager views across 70+ model portfolios and $150+ Bn in private banking accounts. Led 16-person team based in New York, Columbus, London, Geneva and Singapore.
Nashville, TN, US
Engaged with wealthy families as well as CIOs of leading sovereign wealth funds, insurance companies, pension and endowment funds to address concerns around asset-liability matching, estate planning, spending policy and legacy portfolio migration.
New York, New York, US
Co-led the overhaul of Bernstein's leading-edge investment planning framework. Served as faculty head for asset allocation portion of industry’s leading FA training program supporting $45-90 Bn AuM growth.
Wakefield, MA, US
Developed the original concept of 'portfolio manufacturing technology' for 10,000s of HNW accounts that follow a model portfolio subject to differences in tax, cashflow, restriction, or vintage. Ran the leading fintech in this niche; raised top tier VC; closed 2 enterprise customers and supported 75k+ accounts totaling $65+ Bn.
Boston, Massachusetts, US
Member of 5-person team that handled allocation changes, cashflows and client restrictions for 7 multi-asset mutual funds and 140 separate accounts totaling $7 Bn in AuM.
US
Assisted in the overhaul of a leading global investment bank's strategy in equities and wealth management.
Boston, Massachusetts, US
Developed equity division's performance attribution engine.
Co-author, "Neural networks in the capital markets: an information analysis", Proc. NNCM '94
Quick answers generated from the profile data available on this page.
Archan Basu works for Altar Rock.
Archan Basu is listed as Chief Investment Officer at Altar Rock at Altar Rock.
AeroLeads has found 1 work email signal at @cressetcapital.com for Archan Basu at Altar Rock.
AeroLeads has found 10 phone signal(s) with area code 781, 914, 617 for Archan Basu at Altar Rock.
Archan Basu is based in Lexington, Massachusetts, United States while working with Altar Rock.
Archan Basu has worked for Altar Rock, Cresset, Fidelity Investments, J.P. Morgan, and Alliancebernstein.
You can use AeroLeads to view verified contact signals for Archan Basu at Altar Rock, including work email, phone, and LinkedIn data when available.
Archan Basu holds Ab, Applied Mathematics & Computer Science from Harvard University.
Archan Basu is listed with skills including Hedge Funds, Portfolio Management, Quantitative Research, Finance, Asset Managment, Asset Allocation, Investments, and Hidden Markov Models.
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