Jeremiah Chafkin Email and Phone Number
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A seasoned leader of investment organizations and investment professionals with a consistent track record of driving increased profitability through growth or right-sizing in both large and small organizations. Broad ranging experience across asset classes, styles (quant and fundamental), strategies (alternative and traditional), risk perspectives (absolute and relative), and channels (institutional, advisors, and retail). Successes have relied on an emphasis on strategy, innovation, and the ability to attract, retain, and develop world-class talent.
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Chief Investment OfficerYayati Jun 2024 - Present
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Chief Investment OfficerPreservation Capital Management May 2022 - PresentSanta Barbara, California, United StatesSeparate Account Manager whose flagship solution is a multi-strategy retirement income solution that balances the retiree need for an attractive level of income with other retiree objectives, including predictability of future income, protecting the purchasing power of retirement “nest egg,” stability of value, liquidity, and confidence in a floor value for each account regardless of market scenario. Strategy involves use of options and is marketed exclusively to financial advisors and wealth managers
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Evp And Chief Investment OfficerAssetmark 2014 - Dec 2023Concord, CaliforniaChief Investment Officer of a $23 billion TAMP (turnkey asset management platform) that serves independent financial advisors. Responsible for architecting the platform's array of investment solutions and for selecting and monitoring its third-party investment strategists and managers, as well as overseeing all proprietary investment strategies. -
President & CeoAlphasimplex Group 2008 - 2014Headed a systematic asset management boutique specializing in liquid alternative strategies (hedge fund beta replication, managed futures, global macro, equity with hedged tail risk) and model wealth portfolios. Oversaw the design, positioning, and launch of 4 new funds. Led growth of mutual fund assets from zero to almost $4 billion. Active member of the firm's Investment, Research, and Back Office Committees.
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CeoIxis Asset Management U.S., L.P. 2006 - 2007Headed a holding company with 10 different wholly-owned asset management subsidiaries in the U.S. and Asia with $240 billion in assets under management. Product range included equity, fixed income, and alternative strategies. Represented shareholder interests on Boards of subsidiaries, and chaired Audit and Compensation Committees. Identified strategic product gaps, evaluated potential acquisitions, and allocated seed capital among new product proposals.
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Executive Vice President, Advised Investor DivisionCharles Schwab 2002 - 2006San Francisco Bay AreaCreated and led a new business within Schwab's Individual Investor Division comprising all proprietary advice-based products and services. Managed 500 employees in 6 cities serving clients nationwide. Grew annual business-line revenues to $250 million. Responsible for all advice-related policies, philosophies, systems, ratings, content, training, and product linkages. -
President, Charles Schwab Investment Management And Evp, Asset Management Products & ServicesCharles Schwab 1999 - 2001San Francisco Bay AreaResponsible for a $1.2 billion p&l, 700 employees in 3 states, and $140 billion in proprietary fund assets in cash, active bond, and quant equity strategies. Enterprise included the largest "supermarket" of third-party mutual funds (OneSource), the tenth largest mutual fund family (SchwabFunds), the Schwab Center for Investment Research, and several start-up businesses including an insurance supermarket, an offshore mutual fund company and a clearing business.
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Ceo, Structured Investment ManagementBankers Trust Company 1997 - 1999Greater New York City AreaHeaded a global asset management business with $260 billion in assets under management in quantitative and structure investment strategies, including cash, stable value, index, enhanced index, quant active, global asset allocation, and absolute return strategies. Clients included U.S. and foreign pension funds and financial institutions. Vehicles included bank commingled funds, mutual funds, LLCs, swaps, and separately managed accounts.
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President, Japan Bankers TrustBankers Trust Company 1994 - 1996Tokyo, JapanHeaded Japanese trust bank with $11 billion under management providing domestic and global investment strategies and trust services to Japanese corporate and public pension funds and institutional investors.
Jeremiah Chafkin Education Details
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Finance, General -
Economics
Frequently Asked Questions about Jeremiah Chafkin
What company does Jeremiah Chafkin work for?
Jeremiah Chafkin works for Yayati
What is Jeremiah Chafkin's role at the current company?
Jeremiah Chafkin's current role is Chief Investment Officer, Yayati Asset Management.
What is Jeremiah Chafkin's email address?
Jeremiah Chafkin's email address is jc****@****ail.com
What is Jeremiah Chafkin's direct phone number?
Jeremiah Chafkin's direct phone number is +161766*****
What schools did Jeremiah Chafkin attend?
Jeremiah Chafkin attended Columbia University - Columbia Business School, Yale University.
What are some of Jeremiah Chafkin's interests?
Jeremiah Chafkin has interest in Boating, Diy, Cooking, Medicine, Exercise, Outdoors, Electronics, Home Improvement, Reading, Crafts.
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