At Adams Wealth Advisors, we are committed to providing the best possible outcomes for our clients. Part of this commitment includes building a team of professionals with extraordinary skillsets to assist on every aspect of your financial plan. We are thrilled to announce the newest addition to our team, Raj Shekhar, Ph.D., CFA, a standout investment manager and researcher, to further bolster the capabilities of our firm. Raj will be taking on the pivotal roles of Portfolio Manager and Head of Quantitative Research, with an added emphasis on the management of our hedge funds.
Raj’s primary focus will be on researching and implementing cutting-edge quantitative alpha-driving strategies across all our investment strategies, with special emphasis on our hedge funds.
Before joining Adams Wealth Advisors, Raj played a key role within the Quantitative Investment Group at Wellington Management Company, a Boston-based asset management giant overseeing over $1 trillion in client assets. In this capacity, he developed alpha models for multiple asset classes and systematic trading strategies, working with fundamental investment teams managing asset portfolios of nearly $300 billion. From this opportunity, Raj developed an investment philosophy that merged quantitative and fundamental approaches to investing across various asset classes.
Throughout over 12 years of experience working in the investment industry, Raj’s illustrious career has also included time with institutions such as Blackbox Group LLC, Knight Capital Group, and Citigroup. At Blackbox, he researched and managed systematic trading strategies based on ETF prices and indicated net asset values of the funds. During his tenure at Knight Capital, he played a pivotal role in developing a quantitative framework for risk management of equity-based portfolios, focusing on exchange-traded funds. Raj also devised an auto-hedging model to minimize trading costs and optimized tracking baskets for domestic-equity ETFs.
Raj boasts an equally extraordinary educational background. He is a CFA charterholder and holds a Ph.D. in Chemical Engineering from the University of Wisconsin-Madison. His coursework included a comprehensive range of finance, mathematics, and statistics courses, enhancing his exceptional analytical abilities.
In addition to his professional accomplishments, Raj has contributed to academic research, including several publications in esteemed journals. Currently, he is working on a book about investing, demonstrating his commitment to advancing knowledge and sharing insights within the financial community.
“We are delighted to welcome Raj as a Portfolio Manager and the Head of Quantitative Research,” said Cormac Murphy, CFA, Adams Wealth Advisors CIO. “His extensive expertise in quantitative finance and alpha-driving strategies align perfectly with our commitment to delivering top-tier investment solutions, especially in our hedge fund strategies.”
The addition of Raj to our team highlights our continued dedication to institutional-grade capabilities in investment management. We look forward to the innovative contributions Raj will make to Adams Wealth Advisors and our commitment to delivering the best possible outcomes for our clients. Welcome aboard, Raj!