Ed has over 30 years of experience as a business leader in investment management having previously served as CEO of Berenberg Asset Management and prior to that Managing Partner of Altima Securities LP. Ed also worked in the Private Equity group at Merrill Lynch and sat on the team's executive committee. In each of his roles, Ed reviewed and analyzed investments, managed investment teams, and successfully grew each business.
Ed holds a B.S. in Computer Science from Columbia University. Ed holds FINRA Series 7, 24, 65 and 63 licenses.
Over the past 30 years, Ted has led distribution businesses across multiple channels in the United States, Europe and Asia. He has a specialized expertise in start up ventures and turnarounds. Prior to joining IQCIO as Head of Client Solutions, Ted was at Aviva Investors starting in 2010 as Managing Director of EMEA Business Development and then in 2013 was promoted to Head of Global Business Development. He was responsible for Business Development functions including: sales, client service, client investment development, marketing, product development and communications.
Ted joined Aviva Investors from PineBridge Investments (formerly AIG Investments) where he had been the Head of US Financial Institution Business Development then as the Head of European Business Development between 2006 and 2010. Before joining PineBridge/AIG, Ted was Chief Operating Officer at Bedford Oak Advisors; a New York based hedge fund. Prior to Bedford Oak Advisors, Ted spent over six years at Goldman Sachs Asset Management in a variety of business development roles. His early career was spent at the Essex Corporation, covering a range of sales and distribution roles primarily through Financial Institutions.
Ted holds a B.A. in Economics and Management from Marietta College and holds FINRA Series 7, 24 and 63 licenses.
Rajeev is a senior technology management professional with more than 20 years of experience in defining IT strategy and leading the implementation of mission critical technology systems within the Capital Markets Departments of some of the largest global Investment Banks. He has specialized expertise in Equities, Research, Sales, Regulatory Compliance, Derivatives, Operations and IT Strategy.
Prior to joining IQCIO as CTO, Rajeev provided consulting services to RBC and led the strategic architecture and implementation of various regulatory (RWA, Y9c etc) solutions. At JPMorgan, he was the Head of Collateral Data Technology and helped in the build out of an automated collateral optimization platform. Prior to that, he worked at Goldman Sachs as the technology executive within a $25 million program to remediate end-to-end capital markets flows to meet global regulatory requirements. At Citigroup, he was the Global Head of Equities Analytics, Sales and Regulatory Systems. While at Citigroup, Rajeev managed the implementation of real time data warehouses and analytics systems to meet algorithmic trading, sales metrics and global regulatory regulations. In addition, he led the successful rollout of CRM system for more than 3000 Citigroup Research and Sales Users.
Rajeev has dual Masters in Computer Science and Mechanical Engineering from Kansas State University and a Bachelor's in Mechanical Engineering from Osmania University.