president @ adeptyx consulting inc | cfa@ Adeptyx Consulting Inc.
Grand Marais, Minnesota, United States
Ari Fuad, CFA
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University of Minnesota - Carlson School of Management
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FlashIntel GPTAri Fuad, CFA is the President and Founder of Adeptyx Consulting, an Investment Management Operations and Systems Consulting company. With over 30 years of experience, Ari specializes in risk management, investments, portfolio management, trading, and investment management. He has led multi-year projects that transformed his clients' operations. Ari's expertise includes institutional trade order management, investment risk management, and compliance. He is based in Grand Marais, Minnesota, and has a strong background in the asset management industry.
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About
I'm President and Founder of Adeptyx Consulting, an Investment Management Operations and Systems Consulting company. We focus on helping our clients get the most out of the critical but complicated systems they use to manage their businesses. I have been consulting to the asset management industry for more than 30 years and have led many multi-year projects that transformed my clients' operations. Key clients over the years have included Invesco (AIM Funds), CalPERS (risk management), Ariel Capital Management, Cargill Financial Markets, LSV Asset Management, Aviva Investors, and Ameriprise Financial.Specialties: Institutional Trade Order Management, Investment Risk Management, Investment Compliance, CRM, Performance Measurement and Reporting, Investment Systems Architecture, Investment Operations Optimization, Complex Project Planning
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president @ adeptyx consulting inc | cfa
Founder
President
IT Services and IT Consulting
Ari Fuad, CFA's Professional Milestones
- Founder: Expanding the company's reach through partnerships and expanding international market share.
- President (2009-04-01~): Driving strategic initiatives to revolutionize the company and create a better future.
Education
Finance
536457600-631152000Skill
Risk Management
Investments
Portfolio Management
Trading
Investment Management
Project Management
Financial Services
Equities
Derivatives
Trading Systems
Fixed Income
Business Process Improvement
Sdlc
Business Development
Financial Markets
Hedge Funds
Charles River Ims
Crm
Analytics
Electronic Trading
Customer Relationship Management
Investment Compliance
Project Planning
Customer Service
Fx Options
Software Development Life Cycle
Investment Operations Strategy
Crm For Institutional Asset Management
Investment Order Management Systems
Investment Operations Outsourcing
Customer Relations
Data Management
Portia
Client Reporting
Crd
Certification
Colleagues
Rich Hanson
director at adeptyx consulting inc
Camillo D'Orazio
Experienced Financial Services Executive | FINTECH | Penn FinTech Boot Camp Graduate
Julie Silverman
investment management it leader | data manager | collaborator | problem solver | mba | pmp
David Record
Global Investment Management System Executive | Bridging Technology + Investment Banking
Jon Weisblatt
Director
Other Named Ari Fuad, CFA
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Ari Fuad, CFA works for Adeptyx Consulting Inc.
Ari Fuad, CFA's role in Adeptyx Consulting Inc. is president @ adeptyx consulting inc | cfa
Ari Fuad, CFA works in the industry of IT Services and IT Consulting
Ari Fuad, CFA's colleagues are Rich Hanson,Camillo D'Orazio,Julie Silverman
Ari Fuad, CFA's latest job experience is president @ adeptyx consulting inc | cfa at Adeptyx Consulting Inc.
Ari Fuad, CFA's latest education in University of Minnesota - Carlson School of Management
