Saumen Chattopadhyay, CFA®

Saumen Chattopadhyay, CFA®

Chief Investment Officer, Carson Partners
CFA®, CPA

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 his 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.

Investments

Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Returns Risk

Posted on January 23, 2020
Asset allocation is traditionally conceived in a mean-variance framework pioneered by Harry Markowitz, where an investor strives to maximize the expected return for a given level of risk.  However, this…

Investments

The Art and Science of Portfolio Construction

Posted on October 9, 2019
Portfolio construction is both an art and science. The science of portfolio construction evolved over time producing different asset allocation methods. The science of investing has had its share of…

Investments

The 6 P’s of Choosing the Right Investment Manager

Posted on August 22, 2019
Good investment managers can be hard to find. While individual investors may move from one investment to another with relative ease and (hopefully) not lose too much in the process,…