Kristian R. Jhamb
Chief Investment Officer | Global Markets Research & Strategy
- Role
- Chief Investment Officer at Florida Trust Wealth Management
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
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.
Experience
Chief Investment Officer
Florida Trust Wealth Management
Jul 2024 — Present · 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
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