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Founder and Chief Investment Officer

Bozidar Jovanovic, PhD, CFA

A Career of Delivering Value

Bozidar got his PhD in physics from Boston University in 1999. His scientific curiosity lead him to financial services where he spent over 25 years doing research and managing investment portfolios. This experience is now used for the benefit of all Honey Badger clients.

Highlights:

  • PhD, Physics, Boston University 1999
  • CFA Charterholder since 2003
  • Certificate in Quantitative Finance 2009
  • Bloomberg LP, built derivatives calculators and portfolio management tools
  • Stonebrook Structured Products, built statistical arbitrage strategy and managed futures strategy
  • Brown Brothers Harriman, built a factor based relative value strategy for Mortgage Backed Securities
  • FrontPoint Partners, asset allocation and optimization of the multistrategy portfolio
  • Halbis Capital, built and managed multistrategy portfolio
  • Morgan Stanley Smith Barney, head desk strategist, leading the team that provided valuation models for multitude of security products
  • Adjunct Professor of Finance at Manhattanville College of Professional Studies – from 2009 to 2017, developed the MS in Finance and taught graduate level classes in financial analysis and portfolio management
  • Leumi Investment Services, Chief Portfolio Strategist, building manager selection and evaluation from ground up, managing discretionary portfolios, supporting private bankers with client portfolio construction and management

Phone Number:

914-393-4684

Email:

bozidar@hbria.com

Our goal is to guide you to the best possible outcome for your situation.

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