Head of Investment Strategy
Gene is responsible for portfolio investment strategy with expertise in asset allocation,security selection and portfolio construction. Gene is Deputy Chairperson of the Kleinwort Hambros Investment Committee reporting to the Chief Investment Officer, and oversees portfolio recommendations for Kleinwort Hambros’ investment management clients.
Previously, Gene was Portfolio Manager and Director of Research for Karrig Strategic Capital LLP, a London-based multi-family office investing across a wide range of traditional and alternative assets in both public and private markets. Gene spent his early career developing electronic equity trading networks with Thomson Financial and affiliated companies based in Boston, and initially as an engineer with Raytheon Company.
Gene has a Master’s in Business Administration with finance concentration from London Business School and graduated summa cum laude from Binghamton University, New York with a BSc in Computer Science. He also holds the Private Client Investment Management Certificate and is a member of the Chartered Institute for Securities & Investment.