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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
- Assistant Professor of Practice in Finance, Boston College
Phone Number:
914-393-4684
Email:
bozidar@hbria.com
Advisor and Portfolio Manager
Pawel Benedykcinski
Pawel has a B.A. in Economics with emphasis in Finance from Saint Olaf’s College, 2014
Pawel focuses on manager research across asset classes in equities, fixed income and alternatives.
Highlights:
- Morgan Stanley – analyst at Morgan Stanley
- Sustainable Growth Advisers – institutional fundraising for global equities mutual funds
- HSBC Global Asset Management – institutional fundraising for Emerging Markets Debt, Global High Yield and Global High Income strategies
- Baron Capital – institutional fundraising for growth equity strategies
- Bank Leumi USA (Valley Bank after merger) – junior portfolio manager on the investment team and on the investment committee, helping manage discretionary portfolios for high and ultra high net work clients and institutions. Supported onshore domestic and offshore international private bankers with client portfolio construction and management.
- President of the Polish American Business Club (PABC) in New York City and serves as the Chairman of the Board of Directors of the PABC.
