Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Kristian R. Jhamb
Chief Investment Officer @Florida Trust Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Chief Investment Officer @Florida Trust Wealth Management
Naples, FL, US
Lead team of 15 investment professionals, to drive top-down house view on asset allocation, security selection, and tactical and strategic positioning for the firm’s ~$5.5 Billion AUM.* Drive internal communications, policy adherence and changes, personnel reviews and recruitment, budgeting, and chart overall department strategy, in close coordination with the firm’s other senior management.* Author, coordinate, and/or deliver external communications in firm publications, social media, and numerous events, that address topical market developments as well as broader firm narratives, approach, and investment strategy.* Perform direct portfolio management to insure comformity to clients’ risk preferences and profile, liquidity needs, investment horizon.* Conduct frequent, periodic portfolios reviews with same clients to discuss outlook and performance, and re-evaluate objectives and overall investment approach going forward.* Insure compliance with rigorous regulatory requirements on both a periodic (Regulatory 9; Investment Policy Statements) and continuous basis (concentrations, approved/unapproved securities).* Chair of Investment Committee that directs overall firm portfolio strategy and analysis.
EDUCATION
Dartmouth College
Economics
The University of Chicago Booth School of Business
Master of Business Administration - MBA
ABOUT KRISTIAN R. JHAMB
Kristian R. Jhamb is a seasoned analyst and portfolio manager, with extensive exposure across the investing spectrum—research, modeling/valuation, sourcing and due diligence, portfolio monitoring and management—in multiple sectors, security classes, geographies, market cycles, public and private markets, sell- and buy-side, institutional and private wealth. Kristian holds an MBA in Finance, Accounting, and Economics from the University of Chicago’s Booth School, a B.A. in Economics following studies at Dartmouth College, and the Chartered Financial Analyst designation. An avid mountaineer outside of the office.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.