Julian Koski
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Profil
Mr. Julian Koski is a Co-Founder & Chief Investment Officer at New Age Alpha Advisors LLC.
He is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer.
Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups.
Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms.
Mr.Koski and Armen co-developed New Age Alpha's ERFTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions.
Prior to establishing New Age Alpha, Koski and Armen co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009.
At Transparent Value, Armen and Koski invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm.
He was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
He received his undergraduate degree from the University of South Africa.
Aktive Positionen von Julian Koski
| Unternehmen | Position | Beginn |
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Ehemalige bekannte Positionen von Julian Koski
| Unternehmen | Position | Ende |
|---|---|---|
Transparent Value Advisors LLC
 Transparent Value Advisors LLC Investment ManagersFinance Founded in 2006, Transparent Value Advisors LLC is a registered investment advisor located in New York City. The firm is an indirect subsidiary of Guggenheim Partners LLC, which is owned by Guggenheim Capital LLC. Transparent Value Advisors sub-advises various SEC-registered investment funds. They provide portfolio management services to institutions such as insurance companies, sovereign wealth funds, pension funds, special purpose vehicles, individuals, family entities and companies. | Vorstandsvorsitzender | 31.07.2015 |
CFO Advisory Group, Inc.
 CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services CFO Advisory Group, Inc. provides executive services to growing companies. It provides CFO and senior level executive services to small, medium, and large companies who need assistance in finding solutions. The firm also offers entrepreneurial and growth services and restructuring services. The company was founded on February 25, 2008 and is headquartered in Denver, CO. | Corporate Officer/Principal | 01.01.1988 |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Portfolio Manager-Aktien | - |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Julian Koski
| University of South Africa | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Horwath Velez & Co. PSC
 Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Commercial Services |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
CFO Advisory Group, Inc.
CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services CFO Advisory Group, Inc. provides executive services to growing companies. It provides CFO and senior level executive services to small, medium, and large companies who need assistance in finding solutions. The firm also offers entrepreneurial and growth services and restructuring services. The company was founded on February 25, 2008 and is headquartered in Denver, CO. | Commercial Services |
Transparent Value Advisors LLC
Transparent Value Advisors LLC Investment ManagersFinance Founded in 2006, Transparent Value Advisors LLC is a registered investment advisor located in New York City. The firm is an indirect subsidiary of Guggenheim Partners LLC, which is owned by Guggenheim Capital LLC. Transparent Value Advisors sub-advises various SEC-registered investment funds. They provide portfolio management services to institutions such as insurance companies, sovereign wealth funds, pension funds, special purpose vehicles, individuals, family entities and companies. | Finance |
