Ari Fuad, Cfa Email & Phone Number

As the President and Founder of Adeptyx Consulting, I lead a team of consultants who specialize in helping asset managers optimize their operations and systems. With over 30 years of experience in the investment management industry, I have a deep understanding of the complex and critical systems that enable our clients to manage their businesses effectively and efficiently.I have successfully delivered many multi-year projects that transformed the operations of some of the leading asset managers in the world, such as Invesco, CalPERS, Aviva Investors, and Ameriprise Financial. My areas of expertise include institutional trade order management, investment risk management, investment compliance, CRM, performance measurement and reporting, investment systems architecture, and complex project planning. I am also a Chartered Financial Analyst and a member of the CFA Institute. My mission is to provide high-quality and tailored solutions that address the unique needs and challenges of each client.

Listed skills include Risk Management, Investments, Portfolio Management, Trading, and 31 others.