CFA®, CPA, FCA
VP, Investment Platform
Saumen has over 20 years of Asset Management experience holding senior leadership positions with institutions and investment firms. He came from Convex Capital Management where he was the Chief Investment Officer (CIO). Prior to Convex, Saumen was the Head of Investment Management at Jackson National Asset Management and the Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds. Saumen is a veteran in asset allocation, portfolio and risk management. At Convex Capital, he developed unique wealth management solutions for financial advisors with Risk Number Algorithm and Goals-based Asset Allocation.
Saumen received his MBA (Finance) from the University of Toledo and Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance. Saumen holds Fellow Chartered Accountant (FCA), and CPA licensure. He is also a CFA® Charterholder.
Saumen lives with his wife and daughter who recently graduated from University of Wisconsin at Madison. He enjoys hiking, traveling and is a serious amateur photographer. Saumen is a yoga teacher and held Mind Science Yoga workshops across Chicagoland.
GETTING TO KNOW SAUMEN
What’s your favorite food : Ethnic Indian food, called “Luchi”, an unleavened deep-fried bread
Best piece of financial advice you received : Asset Allocation Can Help Drive Investment Success
Favorite quote : “Arise, Awake, and Stop Not till the Goal is Reached”, Swami Vivekananda
If I could meet anyone, past or present, it would be… Swami Vivekananda, an Indian monk who introduced Vedanta philosophy with strong impression at the inaugural World Parliament of Religions in Chicago, 1893
Hidden talent/skills : a native American and Indian flute player
Favorite book : The Imitation of Christ by Thomas A Kempis
Favorite movie or TV show : Rashomon by Akira Kurosawa (1950)
What motivates you : Passion for achieving goals
Favorite holiday : Christmas
Name something on your bucket list : Leica S Camera
Place you’d most like to visit : The Himalayas
Biggest accomplishment : Healing Cancer patients with Yoga at Wellness House, Chicagoland