About Taimi Bek
- Series 66, Series 7
- CFA Level 1 Candidate
- B.S. Finance: Investment Analysis – University of South Florida
- M.S. Financial Mathematics – John Hopkins University
I create and lead the group’s investment strategy, Asset Allocation, Portfolio Analytics, and overall long-term strategic portfolio and near-term tactical Asset Allocation Investment Process.
My past roles in the Financial Industry include MetLife, Capgemini, and InvestCloud where I accumulated practical knowledge and combined tech solutions with Asset Management and portfolio construction.
I earned a Bachelor of Science in Finance from the University of South Florida, working on my Master of Science in John Hopkins University, and currently a CFA level 1 candidate
Top and foremost, the opportunity to help our clients reach their long-term goals. On the technical side, a considerable chunk of my work exposure to financial data coming from all directions and transforming them into useful information. Also, I’m particularly passionate about portfolio construction and wealth management strategies.