Profil
Dr. Ardavan Mobasheri, CFA, is a Strategic Advisor at Acima Private Wealth LLC.
He is overseeing ACIMA’s economic strategy and asset allocation process.
He works directly with clients to develop and implement innovative investment strategies.
Prior to joining ACIMA, Dr. Mobasheri was a Senior Managing Director and Chief Economist at the American International Group (AIG), where he founded and led the company’s global macroeconomic research efforts.
He has over 25 years of experience in financial markets and economic analysis, first, in equity portfolio management at Sanford C.
Bernstein, and later, in macroeconomic and financial market research and trading at Bear, Stearns.
From 2004 to 2007 he was Senior Economist and head of Macro Strategy at Bear Stearns Asset Management.
Dr. Mobasheri has also advised numerous corporate boards and executive groups and organizations over the years in various topics such as corporate strategy, emerging markets, investments and data analytics.
He pursued his doctoral studies in economics at the Graduate Center-City University of New York, holds an M.A. in economics from Queens College, an M.S.
in financial engineering from New York University, as well as a B.S.
in industrial engineering from Lehigh University.
He has over fifteen years of experience lecturing in economics, finance, and management at Fairfield University, Seton Hall University, the City University of New York and most recently at the University of Richmond.
Postes actifs de Ardavan Mobasheri
| Sociétés | Poste | Début |
|---|---|---|
Acima Private Wealth LLC
Acima Private Wealth LLC Investment ManagersFinance ACIMA seeks to preserve, protect and grow client assets by following an investment philosophy that is uniquely disciplined, customized, tax/fee-sensitive and takes an open architecture approach that may incorporate active and passive strategies. Being proactive and focused on these key areas maximizes long-term investment objectives. They aim to pursue lower volatility and to enhance the net of fee after tax risk adjusted returns for their clients’ portfolios. ACIMA customizes, continuously monitors and periodically rebalances portfolios according to business cycles and economic conditions consistent in their objective to maximize investment success. | Directeur en chef des Investissements | 01/03/2016 |
Formation de Ardavan Mobasheri
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
City University of New York
City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Queens College
Queens College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lehigh University
Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Acima Private Wealth LLC
Acima Private Wealth LLC Investment ManagersFinance ACIMA seeks to preserve, protect and grow client assets by following an investment philosophy that is uniquely disciplined, customized, tax/fee-sensitive and takes an open architecture approach that may incorporate active and passive strategies. Being proactive and focused on these key areas maximizes long-term investment objectives. They aim to pursue lower volatility and to enhance the net of fee after tax risk adjusted returns for their clients’ portfolios. ACIMA customizes, continuously monitors and periodically rebalances portfolios according to business cycles and economic conditions consistent in their objective to maximize investment success. | Finance |
















