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Portfolio Management

Portfolio Management

Umbrex is pleased to welcome Sonny Dozier with Fairlead Advisors. Sonny Dozier is founder of Fairlead Advisors, an independent consulting firm providing interim executive management services to asset management businesses. As a CFA charter holder and former President and COO of Hunting Hill Global Capital, a growth-stage hedge fund manager, Sonny has deep expertise in […]

Andrew McKee shares an article that explains the benefits of prioritizing research and development initiatives, especially in today’s market. As our economy continues to change, we thought it would be helpful to share some insights and industry patterns that we have experienced with our clients. One critical investment that we don’t see enough of in […]

Umbrex is pleased to welcome Arda Gurtuna. Arda graduated from the University of Birmingham, UK. He enjoys 12 years of professional experience, where he had been part of McKinsey & Company and IBM as a management consultant which are followed by leading strategy in e-commerce unicorn and B2B conglomerate. Followed by these experiences and prior […]