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Emil serves as Portfolio Manager - Team Lead within our Investment Management team, specializing in the strategic management of multi-asset portfolios for high-net-worth individuals, endowments, and institutional clients. He focuses on tailoring investment strategies to meet each client’s unique financial goals, providing a personalized approach to portfolio management.

A seasoned investment professional with over 15 years of experience, Emil previously served as a Fixed Income Portfolio Manager, where he led the management of key bond strategies and institutional accounts. He contributed to macroeconomic outlooks and regularly published economic insights for stakeholders. His background includes structured products, security selection, trading, and developing proprietary economic forecasting models to enhance market analysis.

Throughout his career, Emil has held leadership roles in portfolio management, valuation, and implementation of advanced financial systems across financial services, insurance, and institutional asset management. 

 

Education

  • Bachelor of Science in Finance and Economics from the University of Illinois at Chicago

Certifications

  • Chartered Financial Analyst® (CFA®)
  • Previously held FINRA Series 65 license

Interests

  • Emil remains active in the investment community and previously served as a board member for a local CFA Society.

Other Team Members

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