Saumen Chattopadhyay
Chief Investment Officer at OneDigital Investment Advisors LLC
Profile
Mr. Saumen Chattopadhyay, CFA MBA, is a Chief Investment Officer at OneDigital Asset Management LLC and at OneDigital Investment Advisors LLC.
Mr. Chattopadhyay is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.
He has over 27 years of experience in asset management industry holding C-suite leadership positions with institutions, investment firms and wealth management platforms.
He came from Carson Group he was the Chief Investment Officer (CIO) leading their $18 billion investment platform.
Prior to Carson, he was the CIO of Convex Capital management and Head of Investment Management at Jackson National Asset Management, Director of Quantitative Management at Harbor Capital Advisors.
He is a veteran in asset allocation, portfolio and risk management.
Among his many accomplishments, he introduced robust investment offering and alternative investments to Carson partners, and at Convex Capital, he developed unique wealth management solution.
He received his undergraduate degree from the University of Calcutta, a graduate degree from the University of Calcutta and an MBA from the University of Toledo (Ohio).
Saumen Chattopadhyay active positions
| Companies | Position | Start |
|---|---|---|
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Chief Investment Officer | - |
OneDigital Asset Management LLC
 OneDigital Asset Management LLC Investment ManagersFinance Part of Digital Insurance LLC, OneDigital Asset Management LLC is a company that provides investment advice. The company is based in Overland Park, KS. The company was founded in 2021 by Adam Bruckman. Adam Bruckman has been the CEO since 2021. | Chief Investment Officer | 2021-12-20 |
Former positions of Saumen Chattopadhyay
| Companies | Position | End |
|---|---|---|
Convex Capital Management LLC
 Convex Capital Management LLC Investment ManagersFinance Convex Capital Management LLC provides investment advice. The private company is based in Warrenville, IL. The company was founded in 2013 by Saumen Chattopadhyay. | Chief Executive Officer | 2016-06-30 |
IDBI Asset Management Ltd.
 IDBI Asset Management Ltd. Investment ManagersFinance IDBI Asset Management Ltd. (IDBI AM) is the asset management subsidiary of IDBI Bank Ltd. (NSE: IDBI) in India. The firm was founded in 2010 and is headquartered in Mumbai. IDBI AM manages the IDBI mutual fund range for individual and institutional investors. | Corporate Officer/Principal | - |
Jackson National Asset Management LLC
 Jackson National Asset Management LLC Investment ManagersFinance Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities. | Portfolio Manager-Equities | 2012-04-30 |
Harbor Capital Advisors, Inc.
 Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Corporate Officer/Principal | 2010-09-29 |
Training of Saumen Chattopadhyay
| University of Toledo (Ohio) | Masters Business Admin |
| University of Calcutta | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Jackson National Asset Management LLC
Jackson National Asset Management LLC Investment ManagersFinance Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities. | Finance |
Harbor Capital Advisors, Inc.
Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Finance |
IDBI Asset Management Ltd.
IDBI Asset Management Ltd. Investment ManagersFinance IDBI Asset Management Ltd. (IDBI AM) is the asset management subsidiary of IDBI Bank Ltd. (NSE: IDBI) in India. The firm was founded in 2010 and is headquartered in Mumbai. IDBI AM manages the IDBI mutual fund range for individual and institutional investors. | Finance |
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
Convex Capital Management LLC
Convex Capital Management LLC Investment ManagersFinance Convex Capital Management LLC provides investment advice. The private company is based in Warrenville, IL. The company was founded in 2013 by Saumen Chattopadhyay. | Finance |
OneDigital Asset Management LLC
OneDigital Asset Management LLC Investment ManagersFinance Part of Digital Insurance LLC, OneDigital Asset Management LLC is a company that provides investment advice. The company is based in Overland Park, KS. The company was founded in 2021 by Adam Bruckman. Adam Bruckman has been the CEO since 2021. | Finance |
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