About AnchorPath Financial
The 2008 financial crisis and subsequent market volatility has highlighted the importance of applying risk control to investing. Traditional asset diversification and prior risk management techniques have not been sufficient. AnchorPath was founded in 2009 to fill the unmet need for a cost effective strategy that integrates systematic risk control, modest embedded leverage, liquidity and transparency.
We believe our objective of generating absolute returns at a low downside correlation to the equity markets satisfies a fundamental need of investors.
Marshall C. Greenbaum, CFA
Marshall is Managing Principal of AnchorPath. He has over 25 years of financial and insurance industry experience with a substantial focus on risk-protected investment products. Prior to founding AnchorPath, Marshall was a Managing Director of Swiss Re Capital Markets in the equity derivatives group, a role he also held at Société Générale Corporate & Investment Banking. Prior, he served as a Senior Vice President at Constellation Financial Management Co., a boutique that SG acquired, and as a Senior Manager at Ernst & Young in their consulting practice focused on financial risk management. He started his career with Buck Consultants, a pension consulting firm. Marshall earned a B.S. degree from SUNY Binghamton in Economics and Mathematics. He holds the Chartered Financial Analyst (CFA®) and Associate of Society of Actuaries (ASA) designations.
Rohith Eggidi, CFA
Associate Portfolio Manager
Rohith is an Investment Associate and Associate Portfolio Manager of AnchorPath. Prior to joining AnchorPath he worked as an Investment Analyst at Giralda Advisors coordinating research, trading and portfolio management for the Giralda Risk Managed Growth Fund. Prior, Rohith was an Analyst at Mariner Wealth Advisors-Madison, working on projects related to asset allocation modeling and investment analytics. He was also a quantitative analyst intern at OmniMarkets, with a focus on alternative asset valuation, and a software engineer and developer at Samsung India Software Operations. Rohith has a Bachelor of Technology in Electronics Engineering from the Indian School of Mines in Dhanbad, India and a M.S. degree in Operations Research from Columbia University. He holds the Chartered Financial Analyst (CFA) designation.
Michelle I. Yang
Michelle is an Analyst of AnchorPath. She joined the firm in 2016 and currently assists the firm with operations, trade review, compliance, technical support and database management. Michelle earned a B.S degree from McGill University in Mathematics and Computer Science. While at McGill University, Michelle was a Research Assistant for the University’s Reasoning and Learning Laboratory. She was also an Internal Audit Intern at Frontier Communications.
Our Strategic Advisors
Joseph L. D’Anna, Ph.D., CFAJoe was previously a Principal with AnchorPath. He joined from Goldman, Sachs & Co. where he was Managing Director of Fixed Income, Currency, and Commodity Derivative Strategies. Prior , he was Managing Director of research at Good Hill Partners. Over 18-years he has held senior derivatives strategy, risk management and investment product structuring roles at Rabobank International, SocGen, Constellation Financial and Bank of America. Joe earned B.S. degrees in Math and Physics from the University of Redlands, where he now serves as a trustee, and a Ph.D. in Theoretical Physics from the University of California, Santa Barbara.
D. Kent Freeman, Ph.D., CFAKent was an Executive Director of trading in equity derivatives at Morgan Stanley. He was also a Managing Director at Constellation Financial Management Company and responsible for trading activities for this unit at Société Générale (which acquired Constellation). Kent traded interest rate derivatives at Paribas Capital Markets as well as for Citibank. Kent has S.M. and Ph.D. degrees in Applied Mathematics from Harvard University and a B.S. degree in Electrical Engineering from the University of Cincinnati.
Anson J. Glacy, Jr., CFA, ASA
Jay was head of Milliman’s Chicago-based Enterprise Risk Management consulting practice and led Allstate’s Asset-Liability Management operations. Jay also served as Vice President at Berkshire Hathaway’s insurance asset management arm. He has a B.S. degree in Mathematics from Seton Hall University and holds the Chartered Financial Analyst (CFA), Associate of Society of Actuaries (ASA) and the Chartered Enterprise Risk Analyst (CERA) designations.