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Ted Samulowitz, CAIA CIMA®

Ted Samulowitz, CAIA CIMA®

Multi Asset Quantitative Portfolio Manager/Risk Manager/Bond Options Portfolio Manager

Followers of Ted Samulowitz, CAIA CIMA®691 followers
location of Ted Samulowitz, CAIA CIMA®Geneva, Illinois, United States

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  • Timeline

  • About me

    Head of Alternative ETF Strategies at Invesco US

  • Education

    • Purdue University

      -
      Bachelor of Science

  • Experience

    • Ritchie Capital Management

      Aug 1997 - Jul 2005
      Multi Asset Quantitative Portfolio Manager/Risk Manager/Bond Options Portfolio Manager

    • CMT Asset Management

      Jan 2000 - Jan 2010
      Proprietary Trader/German Equity Options Trader

    • Claymore Securities

      Oct 2005 - Jun 2006
      Vice President Derivatives Trading

    • Endurance Capital Markets LLC

      Jan 2010 - Feb 2012
      Managing Partner

    • Invesco PowerShares Capital Management

      May 2012 - Oct 2020
      Vice President Portfolio Manager Alternative Strategies

    • Invesco US

      Oct 2020 - Jul 2024

      • Head of Alternative ETFs, Sr. Portfolio Manager

        Feb 2023 - Jul 2024

      • Sr. Portfolio Manager

        Oct 2020 - Feb 2023

  • Licenses & Certifications

    • Chartered Alternative Investment Analyst (CAIA)

      Mar 2015

    • Series 3

      Mar 2015

    • Certified Investment Management Analyst (CIMA)

      INSTITUTE OF WEALTH MANAGEMENT
      Mar 2017

  • Honors & Awards

    • Awarded to Ted Samulowitz, CAIA CIMA®
      Principles At Work Award Invesco