![Kraig McCoy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kraig McCoy, CFA, is a President & Chief Financial Officer at Verus Advisory, Inc. and a Chief Operating & Financial Officer at Verus Holdings Co.
Prior to joining Verus in 2013, he held the position of controller at BGI, a private investment firm in Kirkland, where he was responsible for all financial accounting of the investment management business and overseeing the operations/treasury division, where he managed the back and middle office functions of the investment operations team.
He also served as corporate controller for Silver Creek Capital Management, LLC, an alternative investment firm that manages a fund of hedge fund portfolios.
Before Silver Creek, he helped launch Tahoma Capital, LLC, a global multi-strategy hedge fund.
He spent five years with Quellos Group, LLC, where he was an Associate Director in the corporate finance department and acted as chief financial officer, as well as the financial and operational principal of Quellos’ broker/dealer.
His past experience also includes over five years as an audit professional with Arthur Andersen LLP.
He received his bachelor of arts degree (BA) in business administration from the University of Washington.
Aktive Positionen von Kraig McCoy
| Unternehmen | Position | Beginn |
|---|---|---|
Verus Holdings Co.
 Verus Holdings Co. Investment ManagersFinance Provides asset management services | Finanzdirektor/CFO | - |
Verus Advisory, Inc.
 Verus Advisory, Inc. Investment ManagersFinance Verus’ portfolio design methods are based upon the belief that each client’s investment objectives should be approached on a holistic and customized basis. This approach necessitates a thorough understanding of the client’s enterprise risk tolerance and objectives. We agree with industry research that shows most portfolio results are driven by the asset and risk factor allocation, and as such, they place heavy emphasis on this component throughout our portfolio design process. Their asset allocation process incorporates multiple tools including mean-variance optimization, scenario analysis and risk factor analysis in order to provide our clients unique and multiple perspectives on portfolio risk and diversification. | Finanzdirektor/CFO | 01.11.2013 |
Ausbildung von Kraig McCoy
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
2
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Verus Advisory, Inc.
Verus Advisory, Inc. Investment ManagersFinance Verus’ portfolio design methods are based upon the belief that each client’s investment objectives should be approached on a holistic and customized basis. This approach necessitates a thorough understanding of the client’s enterprise risk tolerance and objectives. We agree with industry research that shows most portfolio results are driven by the asset and risk factor allocation, and as such, they place heavy emphasis on this component throughout our portfolio design process. Their asset allocation process incorporates multiple tools including mean-variance optimization, scenario analysis and risk factor analysis in order to provide our clients unique and multiple perspectives on portfolio risk and diversification. | Finance |
Verus Holdings Co.
Verus Holdings Co. Investment ManagersFinance Provides asset management services | Finance |
Foster School of Business
 Foster School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
