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Richard Doron Email & Phone Number

Chief Investment Officer and RIA at SmartStreet Investments LLC
Location: Boston, Massachusetts, United States 8 work roles 2 schools
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Current company
SmartStreet Investments LLC
Role
Chief Investment Officer and RIA
Location
Boston, Massachusetts, United States

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Richard Doron is listed as Chief Investment Officer and RIA at SmartStreet Investments LLC, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Richard Doron.

Richard Doron previously worked as Investment Consultant - Family Office at Integrity Park Inc. and VICE PRESIDENT, BNY MELLON INVESTMENT MANAGEMENT COMPANY at Bny Mellon. Richard Doron holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

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About Richard Doron

Program Manager with senior level expertise in investment management technology. Results-proven ability to cross-functionally bridge the gap between IT and Investment Management departments from a comprehensive financial understanding of running equity and bond portfolios with a deep knowledge of IT system integration, software development, data management, and emerging technologies:• Led performance attribution reporting, risk oversight and investor relations earnings program with $1.8T under active management for BNY Mellon. • Created an innovative data operating model for BNY Mellon’s Investment Management Company utilizing Jira and Dataiku.• Established a new standard for developing all future investment tech products during transformation initiative for Eagle’s first Product Lifecycle Management. • Designed front-office intraday cash management and investable cash projection application for Bridgewater, the world’s largest hedge fund manager.Compelling speaker and engaging financial technology presenter to CEOs, Boards of Directors, and at industry conferences. Launched three fixed income mutual funds of $31B total net assets. CURRENT ROLE• Consultant, Integrity Park Inc.PRIOR ROLES ‣ BNY Mellon:• VP, BNY Mellon Investment Management Company • Risk Oversight - Data Science, BNY Mellon Investment Management• Senior Product Manager, BNY Mellon Eagle Investment Systems• Hedge Fund Trading Systems, BNY Mellon‣ Fidelity Investments:• Senior Analyst – Taxable Bond Trading Desk• Director Fixed Income – Fund Analysis Research Group• Equity Analyst – Fund Analysis Research Group• Principal Analyst – Equity Investment Management TechnologyAREAS OF EXPERTISE• Investment Management • Complex Problem Solving • Program Management • Customer Relationship Management (CRM) • Investor Presentations • Client Services • Business Analysis • Investment Research • Quarterly Earnings • Corporate Strategy • Equity Trading • UI Design • SEC & Regulatory Reporting • Investor Relations • Performance Attribution • Agile Development • Data Science • Complete Front - Middle - Back Office Trade Processing • Communication • Product Development • Software Design • Marketing • Data Reporting and Transformation • Public Speaking • Cross-Functional Teams • Jira • Dataiku • EDUCATION• Master of Business Administration (MBA)• Bachelor of Arts (BA) in Economics

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Richard Doron's current company

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SmartStreet Investments LLC
Smartstreet Investments Llc
Chief Investment Officer and RIA
Boston, MA, US
8 roles · 25 years

Richard Doron work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer And Ria

Smartstreet Investments Llc

Boston, Ma, Us

Investment Consultant - Family Office

Integrity Park Inc.

Boston, Massachusetts, United States

• Provide equity portfolio expertise, construction, and management for family office trading in emerging technology, consumer, biotech, ESG, and energy sectors.• Subject matter expert on investment management outsourcing technology projects.

Vice President, Bny Mellon Investment Management Company

Greater Boston Area

• Led performance, risk oversight and investor relations quarterly earnings program for BNY Mellon Investment Management with $1.8T under active management. • Managed teams responsible for C-suite quarterly earnings, corporate strategy, performance attribution, SEC and investment risk oversight, and data science.• Oversaw monthly and quarterly communications to CEO and Board of Directors, including investment performance, risk, market dynamics, industry trends, competitive analysis, profitability forecasts, and new product development.

Apr 2018 - Jul 2020

Data Science And Risk Oversight, Bny Mellon Investment Management, 2017 – 2018

• Created an innovative data operating model for BNY Mellon’s Investment Management Company, utilizing Jira agile project management and Dataiku machine learning to build new data repositories, analytics, and dashboards.• Generated actionable analysis for BNY Mellon’s senior leadership team for financial oversight, risk management, human resources, investment performance, competitive analysis, and business development. SENIOR PRODUCT MANAGER CONSULTANT, BNY MELLON EAGLE INVESTMENT SYSTEMS, 2015 – 2017• Chief creative solutions provider for client facing software development projects for BNY Mellon’s fintech company.• Led Eagle’s first Product Lifecycle Management exercise to establish a new standard for developing all future investment tech products during transformation initiative.

Feb 2017 - Jul 2018

Bny Mellon Eagle Investment Systems, 2015 – 2017

• Creative solutions provider for client facing software development projects for BNY Mellon’s fintech company.• Led Eagle’s first Product Lifecycle Management exercise to establish a new standard for developing all future investment tech products during transformation initiative.

May 2015 - Feb 2017

Hedge Fund Trading Systems, Bny Mellon, 2012 – 2015

• Led design and implementation efforts for bank’s most complex middle office outsourcing deals.• Designed investment management systems for the world’s largest hedge fund manager (Bridgewater).• Created web-based interactive tools for equity trading, collateral management, reconciliation, and derivatives.

Jun 2012 - Dec 2015

Senior Analyst - Taxable Bond Trading Desk

Conducted research for 42-person buy side fixed income trading desk with 51 retail mutual funds, 12 institutional bond products and more than $700 billion under management.

2004 - 2005 ~1 yr

Director - Fund Analysis And Research Group

Responsible for all street-facing performance reporting, attribution commentary, and investment communication and messaging for Fidelity's Fixed Income Division. Redesigned and wrote the annual report for the Board of Trustees. Recorded bond market webcasts and economic updates available on fidelity.com.

2002 - 2004 ~2 yrs
2 education records

Richard Doron education

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What company does Richard Doron work for?

Richard Doron works for SmartStreet Investments LLC.

What is Richard Doron's role at SmartStreet Investments LLC?

Richard Doron is listed as Chief Investment Officer and RIA at SmartStreet Investments LLC.

Where is Richard Doron based?

Richard Doron is based in Boston, Massachusetts, United States while working with SmartStreet Investments LLC.

What companies has Richard Doron worked for?

Richard Doron has worked for Smartstreet Investments Llc, Integrity Park Inc., Bny Mellon, and Fidelity Investments.

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What schools did Richard Doron attend?

Richard Doron holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

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