Summit Global Investments continues to significantly grow by expanding its team with two new hires, Senior Analyst Gautam Baid, CFA, and Senior Portfolio Manager Aash Shah, CFA.
In their new roles, they will work with the firm's investment team to serve clients through SGI's low volatility portfolio construction and management processes, which seeks to help investors de-risk and diversify their equity returns.
Both gentlemen bring valuable experience to the firm, with an average 14+ years in banking, investments and portfolio management. Before joining SGI, Mr. Shah was a senior portfolio manager for KeyBank. Prior to that, he spent 20 years as an investment analyst, and then vice president and portfolio manager, for Federated Investors and Federated Kaufmann, successfully launching and managing both large and small cap mutual funds. Mr. Baid recently worked as a senior analyst for Deutsche Bank, and preceding that, Citigroup, spending time in their respective London, Hong Kong and Mumbai offices.
"We're thrilled to have both Mr. Shah and Mr. Baid join our team," said David Harden, president and CIO of SGI. "They will not only elevate our practice, but will be a great asset to our clients."
The firm continues to grow in other facets of its business, as well. It currently oversees approximately $700 million in assets and manages three mutual funds.