Denis Rezendes, CFA

Denis Rezendes, CFA

Partner

Portfolio Manager

Denis helps lead investment activities, focusing on quantitative analysis

Supports trading and operations and is a member of the firm’s investment committee

Holds the Series 65 securities license and is a CFA® Charterholder

Graduated from Babson College with a degree in business administration, concentrating in finance

As a Portfolio Manager, Denis helps lead the firm’s investment activities with a focus on quantitative analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Denis assists in overseeing all business, partnership, and distribution activities.

He serves on the investment committee and is additionally responsible for the implementation and trading of the strategies, and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Prior to joining the firm, Denis worked for River and Mercantile Solutions and Boston Trust and Investment Management Company. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance.