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Raj Shekhar, Ph.D., CFA

Portfolio Manager and Head of Quantitative Research

Raj is the Portfolio Manager and Head of Quantitative Research for Adams Wealth Advisors.  In this role, Raj collaborates within the investment team to introduce quantitative alpha-driving strategies across our investment portfolios, particularly focusing on the management of our hedge funds.

Prior to joining Adams Wealth Advisors, Raj was a member of the quantitative investment group at Wellington Management.  There, he closely collaborated with multiple fundamental investment teams overseeing $300 billion in assets under management.  From this experience, Raj developed an investment philosophy that merges quantitative and fundamental investment approaches across various asset classes.

With over 12 years of industry experience, Raj brings a robust background in portfolio management and investment research.  Before his time at Wellington, Raj worked at Blackbox Capital LLC, Knight Capital, and Citigroup as part of their systematic ETF trading teams.  At these firms, Raj researched and managed systematic trading ETF arbitrage strategies, the development of quantitative risk management, and a auto-hedging model to minimize trading costs and optimize tracking baskets for domestic-equity ETFs.

Beyond his impressive career resumé, Raj boasts an equally extraordinary educational background.  Raj holds a Ph.D. in chemical engineering from the University of Wisconsin-Madison and an undergraduate degree from the Indian Institute of Technology, Kharagpur. He is also a CFA Charterholder.

In his spare time, Raj enjoys traveling and experiencing new places with his wife.  When they aren’t out seeing the world, they love spending time with their two cats and enjoying the quiet, serene life of Long Island, New York.

Articles by Raj Shekhar

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