Call 1.866.825.3005 for more information
Chief Investment Officer
Sanjoy is a seasoned investment professional with expertise in multi-asset portfolio construction and optimization allocation across a broad range of asset classes.
He began his investment career at Putnam Investments where he started as a quantitative analyst and was a member of the portfolio management team responsible for the U.S. Large Cap Growth Structured Equity portfolios.
Prior to Covestor, he was Director of Investments and Portfolio Manager for PanAgora Asset Management where he oversaw alpha research for PanAgora’s equity and multi-asset strategies. He also led the new investment product portfolio development for the firm’s Active Global, U.S., Emerging Markets, Extended Alpha 130/30 and Long-Short Products and was a member of the Investment Committee.
Sanjoy has a BA in Math and Economics from Colgate and a MA and PHD in Finance from the Wharton School of Business at University of Pennsylvania.
Chief Technology Officer
Bimal has 20 years experience in software technology. He commenced his career with Accenture and amongst his assignments designed a real-time market surveillance system for the London Stock Exchange. At D.E. Shaw & Co. a technology driven investment firm, he set up and led the global Financial Data and Technology Group. He then founded Thinkingcap Technology to explore and exploit new ideas in rapid software development.
Prior to Covestor, Bimal worked for two of Betfair’s new ventures, leading the technology for Exchange Games and then heading up product development for Tradefair.
Bimal holds a BSc (Physics) and MSc (Human Computer Interaction) from the University of London.
Chief Marketing Officer
Steve brings over 20 years of marketing, strategy, product and distribution experience in the financial services industry. Most recently he was Chief Marketing Officer at Guardian where he was responsible for guiding strategy, new market development, product and recruitment marketing efforts. Steve came to Guardian from MassMutual where he was the Chief e-Business Officer and led the marketing and distribution strategy for Retirement, Wealth Management, Life, and MassMutual′s multi-fund manager investment program.
Prior to MassMutual, he was with Cypress Holding Company, where he served as the Chief Marketing Officer and Managing Director of its retail and commercial asset management divisions. Steve started his career with Fidelity Investments. While at Fidelity he held a number of roles including Marketing Manager of Fidelity′s international, growth and sector products, including the Magellan Fund.
He earned an MBA from Boston University and is a graduate of Clark University.
General Counsel & Chief Compliance Officer
Antoine brings over 30 years of experience working with regulatory & legal issues in the financial services industry. In addition to serving as a FINRA Senior Examiner, Antoine has worked extensively in corporate finance, representing domestic and international concerns. He was selected to be an Intern with the Securities & Exchange Commission in the Office of International Corporation Finance, where he assisted in developing a multi-jurisdictional disclosure program and performed a harmonization study focusing on the UK’s Financial Services Act. During his tenure as Senior Counsel for FoleyLardner, he served as Western Regional Counsel to Macquarie Bank’s High Tech Finance Division. He has been the Chief Compliance Officer or consultant for broker-dealers, investment advisers and a mutual fund complex, and has provided legal and compliance advice as in-house and outside counsel for financial and non-financial firms.
Antoine is admitted to the California Bar. He holds a J.D. from the University of Texas at Austin, and a B.S. in Finance from Jackson State University.
Director, Client Relations
Bhargav was most recently a Private Banker at Oppenheimer & Co. Inc., where he developed relationships with and managed the assets of high-net worth clients, customizing portfolios by recommending appropriate managers to fit changing market conditions and client objectives.
While at Oppenheimer & Co. Inc., Bhargav acquired the FINRA General Securities Representative Exam (Series 7), NASAA Uniform Investment Adviser Law Exam (Series 65).
Bhargav can be reached at 1.866.825.3005 ext. 703.
Head of Communications
Kalen Holliday has more than a decade of experience promoting financial services and technology companies. Prior to joining Covestor, Kalen handled communications for several companies, including AllianceBernstein, John Nuveen and MortgageIT, an online lender acquired by Deutsche Bank. Earlier in her career, Kalen was Editor of the Investment Products section at American Banker and freelanced for Bond Buyer, Community Banker, Investor’s Business Daily, Registered Rep, and The Wall Street Journal. She earned an MS in Journalism from Northwestern University and a BA from Georgetown University. She holds a FINRA Series 6 license.