Paul I. RaghebSenior Managing Director and Co-Founder
Paul Ragheb has over twenty years of experience in the financial markets, with both buy-side and sell-side firms. He is a member of our Investment Committee and leads our fixed income portfolio management and trade execution activities. Paul’s extensive trading experience includes block equity, fixed income, currencies, and derivative products.
Paul previously served as the head of trading and fixed income for a large independent investment advisor with over $2 billion of assets under management. In that capacity, Paul managed the fixed income investment portfolios as well as the firm’s trading desk, including equities, bonds, derivatives and currencies. Paul also previously served as Vice President of Sales and Trading with Spear, Leeds & Kellogg (subsequently acquired by Goldman, Sachs & Co.) in their Chicago office, where he worked with institutional portfolio managers, mutual funds, and commercial banks on their bond portfolios.
Paul graduated from Albion College with a BA in History and Economics. He is active in several charities in Southeast Michigan including Toys for Tots and currently serves as a board member of the Michigan Opera Theatre.
Paul has satisfactorily completed a number of industry registration and examination requirements, including the following: General Securities Representative Series 7; Uniform Securities Agent State Law Series 63; Uniform Investment Advisor Law Series 65; Financial Instruments Series 33; and Futures Managed Funds Series 31. Paul is also a member of the Global Association of Risk Professionals.