Profile
Himanshu Monty Joshi served as the Chief Investment Officer at Optimal Asset Management, Inc. from 2013 to 2020.
He received his undergraduate degree from The University of Chicago in 1993 and his MBA from Haas School of Business in 2000.
Former positions of Monty Joshi
| Companies | Position | End |
|---|---|---|
Optimal Asset Management, Inc.
 Optimal Asset Management, Inc. Investment ManagersFinance Optimal Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in Los Altos, California. It was founded by Dr. Vijay Vaidyanathan in 2012. The firm was acquired in 2021 by Pershing LLC, ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). OAM provides sub-advisory and investment advisory services to investment advisors, trusts, qualified retirement plan sponsors and other business entities. | Chief Investment Officer | 2020-11-30 |
Training of Monty Joshi
| The University of Chicago | Undergraduate Degree |
| Haas School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Optimal Asset Management, Inc.
Optimal Asset Management, Inc. Investment ManagersFinance Optimal Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in Los Altos, California. It was founded by Dr. Vijay Vaidyanathan in 2012. The firm was acquired in 2021 by Pershing LLC, ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). OAM provides sub-advisory and investment advisory services to investment advisors, trusts, qualified retirement plan sponsors and other business entities. | Finance |
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