Ken Tsuboi

Chief Investment Officer @McMorgan & Company

San Francisco, CA, US
EMAILS
k••••••@mcmorgan.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2020 — Present

Chief Investment Officer @McMorgan & Company

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San Francisco, CA, US

EDUCATION

N/A

UCLA Anderson School of Management

Master of Business Administration (M.B.A.)

N/A

UC Berkeley

Bachelor of Arts (B.A.)

SKILLS

BloombergBondsFinancial RiskAsset ManagementValuationSecuritiesPortfolio ManagementAsset AllocationMutual FundsEquitiesHedge FundsFixed IncomeAlternative InvestmentsInvestmentsEquity ResearchSalesAnalysis

ABOUT KEN TSUBOI

Investment Manager with strong record of managing portfolios that deliver clients’ required rates of returns. Keen ability in identifying customer objectives and designing financial plans that achieves goals while addressing concerns. Extensive experience as portfolio manager and research analyst in equities, fixed income, and private assets at major investment institutions. Highly effective in building binding relationships by providing indispensable and trusted investment advice. I have worked in small entrepreneurial businesses and in large investment management firms albeit when I started with these companies, they were at a much smaller and earlier point in their lifecycles.

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