Active Allocator Adds Ken Shoji to Advisory Board

Top asset management and investment banking executive joins FinTech startup board

Active Allocator Holdings LLC ("ActiveAllocator") announced today the appointment of Ken Shoji as advisory board member effective immediately.

Sameer Jain and Brian Jones, ActiveAllocator's co-founders, noted, "We are privileged and delighted to welcome Ken Shoji to our advisory board. Mr. Shoji is a seasoned C-level executive who has demonstrated enormous ability to build constructive associations with sophisticated investors. He has pioneered, developed and implemented innovative approaches in asset allocation as well as portfolio strategy with alternative investments. Mr. Shoji's experience complements an already outstanding advisory board, helping us to execute our business plan clearly and efficiently."

Ken Shoji is a Managing Director and the Chief Investment Officer of View Capital Advisors, LLC ("View Capital"). Prior to joining View Capital, Ken was the founder and Managing Partner of Stissing Lake Advisors, an investment advisory firm working with family offices and institutional investors. Ken has over 30 years of experience in asset management and investment banking. He has served as the Chief Operating Officer of GSB Podium Advisors, an SEC-registered hedge fund, Head of the Alternative Investment Group for Dresdner Kleinwort, and a Managing Director at The Mayfair Group, a private alternative investment firm. He has also held positions in derivative sales and trading at Deutsche Bank, Bankers Trust Company and J.P. Morgan, in New York, London and Tokyo. Ken is a CFA charter holder and graduated with an MA with Honours from the University of Edinburgh and an MBA from the Harvard Business School.

Mr. Shoji commented on his appointment, "I am delighted to have the opportunity to advise ActiveAllocator. Independent financial advice channels, including newer organizational forms built around digital advice and e-delivery, are fast gaining market share from and within traditional captive channels. ActiveAllocator brings superior personalized asset allocation and portfolio construction practices to the affluent customer segment at a fraction of the cost of less comprehensive platforms. Personalized financial advice and customized asset allocation delivered efficiently and at a reasonable price, is going to be a key weapon in the battle against irrelevance and disintermediation. I see enormous potential to broaden ActiveAllocator's profile, as well as support the firm's expansion in the evolving FinTech space."

About Active Allocator

Active Allocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world's first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. A FinTech, it helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes.

Phone: +1-312-498-1903

Source: Active Allocator


Categories: Finance, Asset Management, Investments

Tags: Asset Allocation, CFA, FinTech, Portfolio Construction, RIA

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

20 Newport Parkway (Suite 2005)
Jersey City, NJ 07310
United States