Ian Arvin

Ian Arvin Email and Phone Number

Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder @ Adeptyx
Ian Arvin's Location
Newton Centre, Massachusetts, United States, United States
Ian Arvin's Contact Details

Ian Arvin personal email

n/a
About Ian Arvin

An investment industry recognized expert who has dedicated more than 15 years to creating inventive yet practical investment solutions and transitioning quantifiable data into useful end-products through innovation and emerging technologies. Track record of enhancing an institutional-grade wealth platform for RIAs, including improving the customized investment options and analytics-driven investment process.Incorporating an outside-the-box approach, I envision and execute tactics that align and support organizational success, connect and motivate others to achieve superior solutions and adaptability to changing behavior while remaining undeterred by challenges/obstacles, and ensuring adherence to ethical business practices.----------------------Additional ExpertiseAction-Based TrendsAnalytical AlgorithmsArtificial IntelligenceBusiness Development/Improvement & GrowthData SciencesDirect IndexingFintechGo-To-Market PlansInnovative Problem SolvingInstitutional Investment ManagementInsurtechMachine/Deep-LearningNew Process/Product – Creation & ImplementationPersonalized InvestingRelationship CultivationSimplifying ComplexitiesStart-UpsStrategy Origination & ExecutionTeam – Mentoring/Guiding & CoachingTechnical Whitepapers & Proposals – Preparing & PresentingThought LeadershipPython • R • SAS • SQL

Ian Arvin's Current Company Details
Adeptyx

Adeptyx

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Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder
Ian Arvin Work Experience Details
  • Adeptyx
    Senior Consultant
    Adeptyx Sep 2024 - Present
    Chicago, Il, Us
    We counsel asset and wealth managers on portfolio management and technology strategies and partner with them to deliver exceptional value.
  • Innovative Quant Solutions, Llc
    Founder | Chief Investment Officer | Consultant | Business Builder
    Innovative Quant Solutions, Llc Jun 2004 - Sep 2024
    Wellesley, Ma, Us
    I established this financial research and consulting firm to provide innovative equity products and customized quantitative research to institutional investment managers and RIA's.My multiple accountabilities include:Piloting investment products, research and development (R&D), sales/marketing, client relationships, new business development, and technology functions.Incorporating sophisticated algorithms, advanced mathematics, and proprietary weighting schemes to assist hedge fund and institutional equity managers in evaluating stocks for inclusion in portfolios, validating current positions, or developing new products.Producing time-independent trend-following signals for stocks/ETFs and funds applicable to sectors/countries or other asset classes.More recent engagements include Fintech, WealthTech, Family Office and Alternative Data Companies.
  • Parti Pris Investment Partners
    Personalized Investing Consultants
    Parti Pris Investment Partners 2021 - 2023
    Morro Bay, Ca, Us
    Personalized Index consulting with investment companies implementing investment process using Northfield or Axioma portfolio construction tax optimizer. Created personalized solutions and educated investment staff on methodology, risk analytics as well as benefits and features. Expertise on SMA, UMA and Householding.
  • Franklin Portfolio Associates
    Senior Portfolio Manager
    Franklin Portfolio Associates 2002 - 2004
    Boston, Us
    Senior Portfolio Manager, Quantitative Research, Product Development and Client Relationships.
  • Independence Investments Llc
    Principal | Portfolio Manager | Product Development | Quantitative Research
    Independence Investments Llc 1997 - 2002
    Roles included Portfolio Management, Cutting-edge Product Development, Quantitative Research and Marketing/Client Relationships

Ian Arvin Skills

Portfolio Management Equities Investment Strategies Quantitative Investing Asset Management Investments Asset Managment Hedge Funds Quantitative Research Investment Management Technical Analysis Risk Management Derivatives Fixed Income Asset Allocation R Sas Tactical Asset Allocation Quantitative Risk Dynamic Asset Allocation Mathematics Chess

Ian Arvin Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Finance
  • Cornell University
    Cornell University
    Engineering Physics/Applied Physics

Frequently Asked Questions about Ian Arvin

What company does Ian Arvin work for?

Ian Arvin works for Adeptyx

What is Ian Arvin's role at the current company?

Ian Arvin's current role is Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder.

What is Ian Arvin's email address?

Ian Arvin's email address is ia****@****ant.com

What schools did Ian Arvin attend?

Ian Arvin attended Mit Sloan School Of Management, Cornell University.

What skills is Ian Arvin known for?

Ian Arvin has skills like Portfolio Management, Equities, Investment Strategies, Quantitative Investing, Asset Management, Investments, Asset Managment, Hedge Funds, Quantitative Research, Investment Management, Technical Analysis, Risk Management.

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