Heath Palos CFA
- Investing
- Building
- Connecting
As a seasoned Investment Portfolio Manager with over a decade of experience and a proven track record of successfully overseeing billions in assets, I excel in:
- Working with clients to design and construct investment portfolios, all asset classes, including TPA, SAA, DAA, ALM and target date
- Quantitative Risk Management and Tail Risk Hedging (options), Managing portfolios though Brexit, Grexit, Tarif trade wars, COVID and Inflation/Rates spike
- Developing and executing quantitative systematic statistical arbitrage alpha strategies
- Designing and applying ethical and sustainable investment frameworks to align with client goals
- Coding: Python, Matlab, VBA, SQL, R Systems: Barra, Bloomberg, FactSet, Aladdin, Claude
Project Showcase
