In his new role, Mr Pellettieri will be fully responsible for developing, implementing and guiding the overall investment philosophy and thought leadership of the asset management business at Wellington West. He will spearhead the augmentation of Wellington West’s current separate account offerings and based on the input of advisors, lead the introduction of new client solutions including multi-manager wrap accounts, fund of funds and other leading edge investment products. In doing so, he will draw heavily upon the field of behavioral finance and from the advances in portfolio optimization and construction to provide advisors and their clients with forward-thinking portfolio solutions.
Mr Pellettieri brings along with him two experienced professionals, Shaun Hauser, former founder, executive vice president and national sales manager for Sarbit Asset Management. Mr Hauser brings experience in operations, product R&D, financing, and national sales strategies. Nestor Theodorou was most recently executive vice president and portfolio manager, fixed income for Sarbit Asset Management.
Kish Kapoor, president, said: We are delighted to have attracted a chief investment officer of such high caliber and strong credentials. Sam’s excellent reputation in the investment industry and extensive experience in the use of sophisticated quantitative security selection and risk management tools will provide an invigorating boost to Wellington West’s investment offering.
