“Our high conviction investment team and diverse perspectives lead to better results”
Jacob Rieger, CFP®
As Chief Investment Officer at Vaultis Private Wealth, Jacob leads the firm's investment strategy, overseeing the development of sophisticated solutions for high-net-worth clients by leveraging the team's deep expertise and Morningstar analytics. His focus on investment philosophy and risk management ensures that Vaultis' innovative strategies are effectively implemented across all client portfolios. Working collaboratively with a team of experts, Jacob guides the firm's approach to navigating market complexities, aiming to help clients achieve their long-term financial objectives with confidence and clarity.
Morningstar Data Analytics
Morningstar Data Analytics serves as a critical component of the Vaultis Private Wealth investment process. This powerful platform, covering approximately 800,000 investment offerings and real-time data on about 22.5 million securities, enhances our team's capabilities across global markets and asset classes. By integrating Morningstar's comprehensive database and advanced tools with our investment professionals' expertise, Vaultis creates an additional layer of risk analysis and portfolio optimization. This synergy allows us to construct well-diversified portfolios, conduct precise risk assessments, and make data-driven investment decisions that complement our team's strategic insights. Through this integration of human expertise and cutting-edge analytics, Vaultis clients benefit from sophisticated portfolio management strategies typically reserved for institutional investors, ensuring their investments are optimized for performance and aligned with their unique financial goals.
Cormac Murphy, CFA
Cormac brings extensive experience to the Vaultis Private Wealth investment team, having previously managed $4 billion in assets for the Schwab Managed Portfolios ETF. At Schwab, he implemented tactical asset allocation strategies with a particular emphasis on fixed income, conducted in-depth quantitative research across all asset classes, and generated comprehensive risk reports for investment committees. Cormac's expertise in portfolio management, fixed income strategies, and advanced risk analysis now benefits Vaultis clients, ensuring their portfolios are strategically positioned to navigate complex market conditions while aligning with their long-term financial goals.
Arun Balasubramaniam, CFA
Arun brings a unique blend of investment management and technology expertise to Vaultis Private Wealth. With advanced degrees from MIT, the University of Melbourne, and Shivaji University, Arun previously led investment and technology strategy for Schwab's Private Client division, overseeing approximately $150 billion in assets under management. At Wellington Management, he supported a $40 billion asset allocation group, focusing on platform architecture and risk management for bespoke multi-asset portfolios. His extensive experience includes developing systematic strategies, implementing advanced risk management systems, and integrating cutting-edge technology solutions across various prestigious firms. Arun's global perspective and diverse technical skills in quantitative research and portfolio management provide Vaultis clients with sophisticated, data-driven investment solutions tailored to their individual needs.
Raj Shekhar, PhD, CFA
Raj brings a wealth of quantitative expertise to Vaultis Private Wealth, with extensive experience in developing equity and fixed income alpha models. At Wellington Management, he designed and implemented sophisticated alpha models for both equity and fixed income portfolios, integrating quantitative strategies with fundamental investment approaches. Previously, at firms like Blackbox Group LLC and Knight Capital Group, Raj developed systematic trading strategies and risk management solutions for ETF portfolios. His unique blend of academic rigor—holding a PhD from the University of Wisconsin-Madison and a B.Tech from IIT Kharagpur—and practical experience in quantitative finance enables Vaultis to offer clients cutting-edge, data-driven investment strategies tailored to navigate complex market conditions.
Tong Bai, CFA
T brings specialized expertise in complex trading strategies to Vaultis Private Wealth. As a senior trader, T executes our most sophisticated investment approaches, playing a crucial role in translating strategic decisions into effective portfolio implementation. A CFA Charterholder, T is currently pursuing the Advanced Risk and Portfolio Management (ARPM) designation, further enhancing his skills in quantitative risk management, data science, and financial engineering. T's combination of practical trading experience and advanced quantitative knowledge ensures that Vaultis clients benefit from precise execution and innovative risk management in their investment portfolios.
Connor Murphy
Connor brings extensive operational expertise to Vaultis Private Wealth, leading the day-to-day trading and operations. Prior to joining our team Connor served as a Director of Trading and Operations at Charles Schwab, where he oversaw the trading of multiple Separately Managed Account (SMA) strategies encompassing over 750,000 accounts and $100 billion in assets under management. Connor's wealth of experience in managing large-scale trading operations ensures that Vaultis clients benefit from efficient, precise, and seamless execution of their investment strategies.