Sunil Swami
Chief Investment Officer at Alerus
- Role
- Chief Investment Officer at Alerus
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Sunil Swami
Dynamic, self-driven financial investment management leader with an MBA from MIT Sloan…
Experience
Chief Investment Officer
Jan 2004 — Present · Minneapolis, MN, US
Instituted investment philosophy, strategy and processes to manage in assets. Improved communication to and training of sales teams. Developed new products and enhanced portfolio customization. Created staffing model and recruited investment talent across the wealth management division. As a result, wealth management revenue rose from in 2005 to in 2021.Out-performed benchmarks consistently in client portfolios over the market cycle.Conducted sophisticated research and analysis of global equities, fixed income, real estate and macro conditions to formulate incisive and well-supported investment recommendations. Established quantitative and qualitative criteria for hiring, retaining, and firing managers Personally managed the largest institutional and high net worth client accounts; partnered with firms such as Goldman Sachs and Blackstone to offer alternative investment products.Supervised a staff of portfolio managers, analysts, investment advisers and operations personnel.
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Science (SM)
University of Massachusetts, Amherst
Master of Science (MS)
Indian Institute of Technology, Kharagpur
Bachelor of Technology (BTech)
Skills
- Investments
- Financial Analysis
- Hedge Funds
- Asset Allocation
- General Management
- Portfolio Management
- Equities
- Asset Management
- Alternative Investments
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