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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
Ana has practiced in the financial services space for the past 10 years. She has represented a variety of financial institutions in regulatory inquiries and litigation. Ana joined Interactive Brokers and Covestor after a 9-year career as a litigation associate and of counsel with the international law firm of Morrison & Foerster LLP. Ana is admitted to the Virginia and District of Columbia Bars.
She holds a JD from the George Mason University School of Law, a Masters in International Relations and European Studies from the Central European University in Budapest, and a BA in Political Science from the University of Bucharest.
Director, Manager Relations
Joe spent four years as an Investment Specialist with J.P. Morgan Private Bank. Prior to joining Covestor, Joe was an Investment Consultant with Natixis Global Asset Management where he worked with Financial Advisers.
In addition to a BA in Business Management and Economics, Joe has earned Series 7, 63 and 66 licenses from the Financial Industry Regulatory Authority (FINRA).
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.