Talagent Financial

Chief Scientist and Founder

Renowned expert in financial risk management, leading the industry for over 35 years
Currently the chief risk officer for the University of California Office of the CIO
In 1984 he inaugurated the chief risk officer role at Morgan Stanley and then at Salomon Brothers in 1994, and was chief risk officer at Moore Capital and Bridgewater
Post 2008 crisis he served in the U.S. Treasury developing risk models to assess vulnerabilities and help stabilize the U.S. financial system
Author of The End of Theory (Princeton University Press, 2017) and A Demon of Our Own Design (Wiley, 2007)

CEO and Co-founder

Founder of Quish & Co. AG, a private Zurich based investment office working for the interests of European families
Served as Investment Fellow and Senior Risk Management Professional for University of California Office of the CIO
Has developed risk and portfolio management models for institutional asset managers and family offices such as the Mellon Family Office, SAP Family Office, and Synergy Fund Management
20 years of investment management experience spanning the US, London, Zurich, and Hong Kong

Chief Operations Officer

A leader in the development of institutional wealth management services for over 30 years
Pioneering team member at Charles Schwab helping to build what has become the industry's foremost model for wealth management services and sales
Key executive roles in launching Fidelity and Credit Suisse First Boston institutional advisory platforms
Served on the executive management committee and board of directors for Bank of Montreal, Harris Bank, MyCFO, and Credit Suisse First Boston

Strategic Advisor

CEO of Kochis Global and former CEO and Chairman of Aspiriant, he has been a leader in the Wealth Management industry for over 40 years
Served as President and Chair of the Financial Planning Standards Board
Serves on the Board of Trustees for Charles Schwab Strategic Trust-CSIM and the University of San Francisco
Serves on the Board of Directors at The Asian Foundation, Asian Art Museum, and The 1990 Institute

Strategic Advisor/Co-founder

Executive Director and Research Director of Stanford University's Global Projects Center, focusing on financial innovation
Co-Founder and Chairman of Long Game Savings
Works with pension and sovereign wealth funds on design, governance, and social accountability
Serves as senior research associate at the University of Oxford

Engineer

Worked at a biotech hedge fund focused on fundamental analysis, options trade design, risk management and reporting
Dean's Circle at Southern Methodist University Cox School of Business in the Master's in Finance Program
Built components for high intensity lasers and managed post graduate team in testing ti-sapphire crystals at KM Labs

Talagent