Tag: Institutional Investing

Paul Livanos Growth, Monetization & Go-To-Market Operator

I’m grateful for the opportunity to reflect on my professional journey, the people who shaped it, and the work that continues to inspire me. My career has been defined by growth, collaboration, and a dedication to helping organizations unlock their full potential across financial services, data platforms, and credit markets. I look forward to continuing to contribute, learn, and lead with purpose. Here is my biography.

Benjamin A. Jagoe: Strategic Investment Executive Bridging Private Equity, Global Markets, and Family Office Leadership

Benjamin A. Jagoe is a distinguished financial executive and investment strategist known for his cross-sector expertise, global investment fluency, and principled leadership. As Chief Investment Officer at Dobbs Management Service, Ben oversees a sophisticated portfolio spanning public equity, private assets, and alternatives—executing strategic acquisitions and advising family stakeholders with institutional-grade rigor. His legacy includes driving operational excellence across six board seats, spearheading venture investment initiatives, and serving as a trusted voice on financial strategy, family governance, and philanthropic engagement.

Jeffrey S. Carefoot

I'm excited to share a personal milestone in my professional journey. With over three decades of experience across investment management, strategy, and global market leadership, I've had the privilege of serving great teams and delivering real impact in finance and beyond. Now, as I look toward board opportunities and advisory roles, I’m eager to continue that journey with purpose and balance. Here is my biography.

Brandon Parrish, CFA, CAIA: Driving growth and innovation in institutional investing with strategic insight and client-first expertise.

I’m a Partner at Brown Advisory, where I manage over \$4.5 billion in discretionary Endowment & Foundation assets as an OCIO portfolio manager. With more than 15 years of experience across investment consulting, credit research, and multi-asset portfolio construction, I’m passionate about helping mission-driven institutions navigate complex markets with clarity and purpose. I enjoy building strong, lasting relationships and leading teams that prioritize intellectual curiosity, collaboration, and client-first thinking.

Mark Collins: Empowering Growth by Solving Problems, Creating Value and Leading Transformational Change

I'm excited to share a detailed look at my professional journey, spanning over 25 years in financial services, investments, and consulting. From leading strategy and operations to mentoring thousands of advisors and teaching future leaders, this bio captures the path I've taken and the value I aim to bring to boards, businesses, and communities. Here is my biography.

Avijit Barua: Expert in Quantitative Investment Strategies and Risk Management

Avijit Barua is a results-driven investment professional with extensive expertise in quantitative equity strategies, risk management, and asset allocation. With over a decade of experience in portfolio management and a strong foundation in military leadership, he combines analytical precision with strategic vision to optimize investment performance. Currently serving as Portfolio Manager at OPERS, he has successfully developed and managed systematic equity strategies, ESG and Climate portfolios, and innovative risk management solutions. His expertise in derivatives, capital management, and financial modeling has contributed to outperforming market benchmarks and strengthening institutional investment capabilities. With a proven track record of leadership and innovation, Avijit Barua continues to drive strategic growth in the financial industry.

John Paul “JP” Cavaliere, ChFC: Strategic Financial Leadership, Fiduciary Integrity and Investment Excellence

I’m excited to share my executive biography, highlighting my journey in investment management, fiduciary leadership, and financial strategy. With over 20 years of experience in institutional investing, portfolio risk management, and nonprofit board governance, I am committed to helping organizations build sustainable financial futures.