Judith Cheng, CFA, CAIA
Chief Investment Officer
Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon. She spent her early career in diverse roles at Northwestern Mutual and Royal Bank of Canada. Her previous work has focused on portfolio construction, market analysis, manager research, and multi-asset model investment portfolios. She is skilled at managing and rebalancing investment portfolios and developing market related thought leadership.
Judith is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations. She has also obtained FINRA Series 7 and Series 63 certifications.