David Koh Email & Phone Number

Charlotte, Nc, Us

Senior Investment Strategist for the Chief Investment Office, which has portfolio management responsibilities for over $300 billion of proprietary multi-asset models and separately managed accounts for Merrill Wealth Management, Private Wealth Management, International, Global Institutional Consulting and the Private Bank. Head of CIO investment implementation, utilizing internally developed and third party asset allocation and portfolio construction solutions. Responsible for leading field and client engagement activities across HNW, UHNW, family office and institutional channels, in collaboration with BofA Global Research and Global Markets.

Frankfurt Am Main, Hessen, De

• $12.9 billion alternative investment platform, with 450+ direct and fund investment commitments across 250+ investment managers and management teams globally• Managed the sourcing, diligence, structuring and execution of solutions with third party managers for single/multi-asset investments, separate accounts and customized mandates• Led investment theme, strategy and product development efforts with external partners, including general partners, asset management groups, private banks and family offices

Frankfurt Am Main, Hessen, De

• Established the Global Investment Group, leading a 35 person team to develop, implement and monitor open architecture investment solutions for family offices and ultra high net worth individuals• Chief Investment Strategist, overseeing global manager selection and investment activity across all traditional and alternative asset classes, including private equity, credit, real estate, infrastructure, absolute return and long-only strategies• Responsible for investment theme generation, product development and platform management across all regions

Frankfurt Am Main, Hessen, De

• Established DB Private Markets as the alternative investment fiduciary for Deutsche Bank Private Wealth Management• Developed investment policies and procedures, analytics and monitoring tools, as well as governance protocols for all legacy and new investments in private equity, credit and real estate• Grew alternative investment AUM and revenues by 32% and a 91% CAGR, respectively, as well as overall portfolio performance

Bs

Juris Doctor (J.D.)

Mba