cathie wood partner

You can skip our detailed analysis of Cathie Wood's investment strategy and go directly to Cathie Wood's Top 5 Stock Picks.. Ark Investment’s Cathie Wood has become one of the most popular hedge fund managers and investors, thanks to her successful bets on technology, EV companies, biotech and DNA sequencing. Will currently is studying to earn a Master of Business Administration from Baruch College’s Zicklin School of Business. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Today, ARK identifies five major innovation platforms evolving at the same time and transforming industries. She has three filed patents and received the Manager’s Choice Award in 2017 and 2018, and the Rookie of the Year Award in 2017 from IBM Watson Health. Before State Street, he was an Assistant Vice President for Putnam Investments in Boston for almost five years, covering Compliance, Risk Reporting and Financial Reporting. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. The Adviser did not pay any fee to the grantor of the awards for the right to promote the Adviser's receipt of the awards nor was the Adviser required to be a member of an organization to be eligible for the awards. He focuses on digital media, streaming technology, and online gaming. 10. There is no comment from either Apple or BMW. He assists the Chief Compliance Officer in providing a full range of regulatory and compliance advice and oversight. Prior to ARK, Bill was Fund Principal Financial Officer at Foreside Financial Group, LLC, where he served as outsourced Chief Financial Officer for the ARK ETF suite. Yulong started his career as an investment banking analyst at Credit Suisse in New York. With no background in ETFs and only $40 million of assets after 2 1/2 years, Wood needed a partner to distribute Ark’s products. Yulong joined ARK in September 2020. In 2002, Althea began her career at AllianceBernstein where she worked for twelve years as an Administrative Assistant to Cathie, who was the Chief Investment Officer for Global Thematic Strategies. Create An Account. This was largely due to the phenomenal success of its flagship ARK Innovation ETF, which was up a staggering 139% for the year to 10 December, thanks to a big stake in Tesla and some Covid-friendly plays such as Teladoc Health and Zoom. Your online account is ready and you will now have access to: Not registered yet? That’s how Resolute entered the picture. “New Jersey was very telling to us," she said. In that role, Brett conducted thematic research, served on the thematic portfolios strategy committee under Cathie Wood’s stewardship, and advised portfolio managers across asset classes. In October, ARK had published a request for proposal for a new distributor of its US retail and institutional strategies, to replace Resolute. As ARK’s Chief Operating Officer, Tom manages and oversees the daily operations of the firm, screens financial markets for new opportunities, and evaluates and implements ARK’s product portfolio. As Trading Manager, Will manages execution of trades, monitors portfolio performance in real time, and keeps the investment team apprised of breaking news effecting portfolio companies. He later became Head of Product Development and led the launch of additional ARK investment solutions in the US and overseas. Brett earned his Bachelor of Science in Mechanical Engineering at the Massachusetts Institute of Technology (MIT). Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on ARK's current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. As ARK’s Asian Innovation Analyst, he covers a variety of next-generation innovation themes across Asia. Prior to joining ARK, James was Senior Vice President, Head of Business Intelligence during a 25+ year career with Jennison Associates LLC, where he first worked with Cathie. Prior to ARK, Lisa worked for five years at the Pioneer Companies, a national commercial real estate company headquartered in Syracuse, New York. Sebastian joined ARK in June 2014. ‘We can succeed only with strong partners by our side and we are delighted to have reaffirmed the partnership with Resolute for our US distribution,’ Wood said. Max obtained his Bachelor of Science in Economics from the University of Heidelberg. Bill worked at State Street Corporation for over 15 years, rising to Department Head and Vice President of Fund Administration. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. A group of people who currently are working remotely, staying healthy, and always passionate about disruptive innovation. Given Wood's success, smart investors are following the moves ARK Invest's ETFs make. Prior to WILX, Tom interned at Fidelity Investments in its mutual fund department and consulted on millennial investing behavior at TIAA-CREF. After OCIE, Kellen was an Attorney-Adviser in the SEC’s Division of Investment Management’s Risk and Examinations Office. Lisa joined ARK in July 2015. Sebastian consults for several early stage companies in areas of fintech, artificial intelligence (AI), and maritime shipping, amongst other tech startups. All content is original and has been researched and produced by ARK unless otherwise stated. Professional money management is not suitable for all investors. & W. Seligman Inc. and later transitioned to several senior administration and investment operations roles, culminating as the Vice President of Private Funds, Wrap & Trust Administration for Columbia Management Investment Advisers, LLC. ; The Ark Innovation Fund saw $464 million in … Sam joined ARK in July 2015. Principal Financial Officer of Investment Products. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981. A annual research report highlighting the latest developments in innovation. Disruptive Innovation | Macroeconomics | Market Insights | portfolio composition, Economics | Health Care | Market Insights | Yield Curve, Artificial Intelligence | Blockchain | DNA Sequencing | Energy Storage | Market Insights | Robotics, Disruptive Innovation | Emerging Markets | portfolio composition | Thematic Investing, Autonomous Vehicles | Electric Vehicles | Self Driving Cars, Cancer Treatment | Gene Editing | Genomics | Oncology. Yassine graduated from the University of Pennsylvania with a Bachelor of Science in Economics from Wharton and a Bachelor of Science in Systems Engineering from The School of Engineering. In her role as a Marketing Manager, Caroline implements and manages ARK’s social media and marketing strategy. She has been a featured speaker at the Annual Meeting for the Transportation Research Board, a division of the National Academy of Sciences, Engineering, and Medicine for the United States and at the Port Authority of New York and New Jersey on autonomous driving. As disclosed by Square, the number of Cash App monthly active users (MAUs) has more than tripled in the last two years. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. Prior to ARK, Dan was Vice President and Investment Strategist at Bank of America. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. Before Nantahala Capital, he was an analyst at North Run Capital in Boston for three years. Cathie Wood Sees Control Fight Ending, Lifting Cloud Over Ark. New York, NY 10016 Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019. Max joined ARK as an Analyst for ARK’s Fintech strategy in December 2018. Is Microsoft Buying The Next Great Entertainment Company In TikTok? Prior to ARK, Ali conducted clinical cancer research at the Memorial Sloan Kettering Cancer Center and the Montefiore Medical Center; and was a Senior Research Program Manager at IBM Watson Health. Prior to 2007, Brett worked in business development in the Radio-Frequency Identification industry after serving as a founding teacher at a charter high school in Los Angeles. Chief Financial OfficerChief Administrative Officer. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Prior to ARK, Sam was a business development intern at Graphiq, a knowledge graph and visualization company. Yassine joined ARK in July 2018. For full Award Disclosure please go to our Terms & Conditions page. Prior to ARK, Katie served as Director of Compliance for Atlantic Investment Management (“Atlantic”) and maintained the firm’s compliance infrastructure, including implementing, monitoring and updating the firm’s policies and procedures, and facilitating all regulatory filings. Could a Tesla Ride-Hailing Network Run Over Uber and Lyft? Max has appeared on TD Ameritrade Network and has been quoted in Financial Times, Forbes, CNBC, among other publications. Nick joined ARK in July of 2018. Julian graduated from Fairfield University, summa cum laude, with a Bachelor of Science in Economics and Finance. As an investment analyst, Yulong focused on companies within the technology, media, telecom, healthcare, and consumer sectors, while aiming to identify market inefficiencies over a two to five-year time horizon. In the past year, Wood has spoken at least a dozen times on CNBC and Bloomberg TV. Michel’s is the sort of investor fanaticism that has made ARK a household name and Wood an unlikely celebrity. Simon has appeared on Cheddar TV, Investor’s Business Daily, and TD Ameritrade. Prior to ARK, Julian worked as a Senior Associate at Preqin, an alternative asset research firm. As a Project Manager for the media agency Oestreicher+Wagner, he worked closely with companies such as BMW Group, Novartis, and AMB Generali to guide their transition to mobile devices and digital publishing. Julian has competed in financial trading competitions, presented to the Federal Reserve Bank of New York, and has been quoted in Hedgeweek and Institutional Investor. James “Jay” joined ARK in April 2018. he conducted and published research on hedge fund trends, , and helped advance the quality of their proprietary database. Bloomberg the Company & Its Products The Quint. Caroline joined ARK in September 2016. Kellen is admitted to practice law in New York and Georgia. Cathie Wood's Ark Invest funds bought a further US$171 million of Tesla shares on Tuesday, the fund group said on Wednesday, after the electric … The Adviser did not pay a fee to be considered for or granted the awards. Romane has over 23 years of industry experience and began his career as a Case Manager at Ernst & Young LLP in the General Counsel’s Office. He began his career with National Westminster Bank, PLC. Past performance is not indicative of future performance. Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. On behalf of the Thematic team at AllianceBertstein, Althea also collaborated and coordinated with several senior level managers and investment professionals around the world. and . Subsequently, Kellen was a Management Consultant at Ernst & Young, LLP in the Wealth and Asset Management group. ... A few of Cathie Wood… Kellen began his career at the U.S Securities and Exchange Commission (“SEC”) as a Securities Compliance Examiner at the Office of Compliance, Inspections, and Examinations (“OCIE”) in the SEC’s New York regional office. Prior to Capital One, Ren held various portfolio management, investment due diligence and analyst roles at Morgan Stanley Private Bank, Nomura Holdings, and Legg Mason, Inc. Ren is a CFA® and CAIA® charterholder, and earned his Bachelor of Business Administration in Accounting and Master of Science in Finance from Loyola University Maryland. At WisdomTree, she enhanced the firm’s compliance program by testing and drafting compliance policies and procedures, among other things. Bill joined ARK as the Principal Financial Officer of Investment Products in June 2018. He also is the Founder and Principal at iamB Consulting, providing strategy consulting to early stage startups. Dan joined ARK in February 2021. In addition, he also helps to create and maintain ARK’s workflow and client communication processes. Katie graduated from Villanova University with a Bachelor of Science in Business Administration. Julian graduated from Fairfield University, summa cum laude, with a Bachelor of Science in Economics and Finance. In this article we discuss Cathie Wood's top 10 stock picks. Tasha is a graduate of Boston University’s Collaborative Degree Program with a Bachelor of Science in Business Administration with a Finance concentration, and a Bachelor of Arts in Mathematics and Statistics with a Pure and Applied Mathematics concentration. *The Adviser did not pay a fee to be considered for or granted any awards. We will analyze ARK Investment’s 13F data released for Q4’20 for this analysis. Prior to ARK, Yulong spent almost three years at Nantahala Capital, a small-cap focused equity hedge fund in Connecticut. The institute offers a challenging educational experience for young women eager to stretch their learning beyond the boundaries of traditional acquisition of knowledge, while influencing a new way of thinking and learning throughout campus. Subsequently, Romane accepted a position as Vice President of Separate Account Compliance at J. A monthly webinar series presented by ARK’s CEO/CIO Catherine Wood and her teams of thematic analysts. Renato “Ren” joined ARK in October 2018. As Marketing Manager, she collaborated with all departments to design and implement marketing strategies across platforms that built brand recognition and fostered business development. James is passionate about financial literacy and economic justice initiatives. He manages ARK’s digital marketing execution and tracks key success metrics. He also worked as a client-facing portfolio manager, developing and maintaining institutional and high-net-worth client relationships. As ARK’s Chief Financial Officer and Chief Administrative Officer, James oversees the financial and administrative aspects of the firm’s operations. Matthew is a Purdue University graduate with a Bachelor of Arts degree in Public Relations and Rhetorical Advocacy. Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Square’s Cash App seems to be the fastest growing digital wallet in the US. In that capacity, she reviewed advertisements and helped prepare regulatory filings. That’s how Resolute entered the picture. Sebastian received a Bachelor of Engineering in Media Technology from Munich University of Applied Sciences. The state is a mature market and DraftKings’ revenue was up 100% in the state. Prior to ARK, he spent nearly two years at Redstone, a Berlin-based venture capital firm. She focuses on gene editing, stem cell and novel immunotherapy technologies. In his role as Trader, Nate works closely with ARK’s Operations and Portfolio Management teams to help manage ARK’s investment strategies. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. She serves as a main point of contact between all employees and external partners. Will works directly with Cathie, Tom, and the analyst team to implement desired investment strategies. Wood has paid for the deal via a ‘multi-tranche term loan financing facility provided by Eldridge Corporate Funding,’ according to the statement. Althea joined ARK in April 2014. Initially, Nick served as ARK’s Trading/Research Associate. The first-ever job Cathie did was in 1977 as an Assistant Economist at Capital Group. She covers autonomous cars, additive manufacturing, infrastructure development, and innovative materials. Alex earned her Bachelor of Arts in English & Creative Writing with a Certificate in Gender Studies from The University of Maryland at College Park. Ariel joined ARK in August 2019. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. Prior to ARK, Ren was Vice President and Director of Investment Research & Due Diligence at Capital One’s Wealth & Asset Management division. Kellen received his Bachelor of Science in Human and Organizational Development with a concentration in International Development from Vanderbilt University and his Juris Doctorate degree from Howard University School of Law. Nate received his Bachelor of Science in Commerce from The University of Virginia McIntire School of Commerce with a concentration in Finance and Information Technology. As ARK’s Corporate Counsel and Chief Compliance Officer, Kellen provides a full range of regulatory, compliance and legal advice to ARK on all business matters. Wood and her team are highly engaged with investors and the public. His responsibilities included training clients on ITG’s trading systems, creating custom workflows to more efficiently execute in the markets, and running various analyses to determine potential cost efficiencies. Cathie has been recognized as an influential fund manager across various outlets. While at Jennison, James served in several capacities and was a member of the Prudential Global Investment Management Diversity and Inclusion Think Tank. Matthew joined ARK in January 2021. The dispute has been settled with Wood (pictured above) paying an undisclosed sum to extinguish the option, according to a statement from both firms. ARK focuses on innovation so that our investors can capitalize on four market inefficiencies. As ARK’s Client Portfolio Specialist, he partners with ARK’s investment team to create and deliver insight and analysis to internal and external client. Alexandra “Ali” joined ARK as an Analyst on the Genomic Revolution strategy in February 2020. ‘We’re pleased to continue being an instrumental part of ARK’s growth, a role we have fulfilled since acquiring a minority investment in the company in 2016.’. Prior to ARK, Nick worked at York International Insurance and Vestorly, a New York-based tech start-up. The takeover battle for ARK Invest is over, with the firm’s chief executive Cathie Wood paying an undisclosed sum to ‘extinguish’ the option agreement that could have resulted in her losing control of the company. Cathie Wood’s main exchange-traded funds whipsawed on Wednesday as bond yields surged anew and data showed investors pulled a record amount of … The move by Resolute was initially met with criticism by Wood, who publicly said she was ‘disappointed’ by the plans to ‘seize control’ of the firm she founded in 2014. Yulong spent ten years in China and over four years in Japan, and speaks fluent Chinese and Japanese. The deal brings to an end a dispute that had been running since November, when ARK’s minority shareholder and US distributor Resolute Investment Managers set out plans to exercise a 2016 option to take a controlling stake in Wood’s company in 2021. teams to help manage model portfolios and execute trades. Kellen joined ARK in April 2016. The genomics ETF is … In 2018, Cathie launched the Duddy Innovation Institute at her alma mater, Notre Dame Academy in Los Angeles. ©2021, ARK Investment Management LLC (“ARK” ® ”ARK Invest”). In his role as Marketing Manager, Matt implements and manages ARK’s social media and marketing strategy. With over 30 years of experience in fund accounting and administration, he leads investment product, account, and fund procedural activities for ARK. Prior to Atlantic, Katie was Vice President at EII Capital Management for over 10 years, working directly with the Chief Compliance Officer to oversee the firm’s compliance program, including its two SEC Registered Investment Advisers as well as its Registered Investment Company. Brett joined ARK in February 2014 and has worked alongside Cathie for almost 15 years since their time at AllianceBernstein. Romane graduated from Fordham University with a Bachelor of Arts in Middle Eastern Studies and History, and was a member of the US Army Reserve component. He received his Bachelor of Science in Accounting, cum laude, from Bryant University in Rhode Island. Vildana Hajric, ... managing partner and co-founder of Nexo … Two ARK exchange-traded funds run by ETF star Cathie Wood sold over 500,000 shares of Apple Inc (NASDAQ: AAPL) shares yesterday, as the … For full Award Disclosure please go to our Terms & Conditions page. Additionally, she manages and produces all photography and video content for ARK’s website and social media platforms. T 212.426.7040. ‘disappointed’ by the plans to ‘seize control’, Resolute plans to take controlling stake in Cathie Wood's ARK, Cathie Wood ‘disappointed’ by Resolute move to ‘seize control’ of ARK, Breaking industry news delivered as it happens, Performance analysis based on our global database, Up to the minute reports on key people moves. Alexandria “Alex” Lloyd joined ARK in October 2019. As Executive Assistant to the Chief Executive Officer, Althea oversees and manages ARK’s administrative support for Cathie Wood and the executive team. Over the period, Bill served as Fund Treasurer/Assistant Treasurer for 56 clients with 750 funds, totaling approximately $70 billion in assets, and oversaw a team of 125 professionals. No part of ARK’s original content may be reproduced in any form, or referred to in any other publication, without the express written permission of ARK. Wood made successive purchases of 122,000, 295,000, and 186,000 shares on Feb. 16, 17, and 18, adding up to about 0.5% of the ETF's assets. By researching across sectors, industries and markets, ARK’s investment team seeks to gain a deeper understanding of the convergence and market potential of disruptive innovations, and thus size investment opportunities more appropriately. Bitcoin Tumbles Below $50,000; Cathie Wood Eyes the Dip By . Ariel earned her Bachelor of Arts in History from Scripps College. Prior to ARK, Ariel worked as a Senior Compliance Associate at WisdomTree Asset Management. To get in touch with Citywire’s editorial staff email news@citywireusa.com. Simon graduated from the Johns Hopkins University in 2018 with a Bachelor of Science in Chemical and Biomolecular Engineering and a focus on computational biomedicine. Cathie Wood, head of Ark Investment Management and manager of the wildly popular Ark Innovation ETF (ARKK) -- which almost doubled this year -- is combating a move from Resolute Investment Managers to purchase a controlling stake in her company, according to a regulatory filing.Resolute, which helps distribute mutual funds and ETFs including Ark’s products, acquired a … Wood on … Prior to joining ARK, Matthew launched a digital media consulting firm where he aided companies, including ARK, in online marketing and social media strategy and execution. ARK believes innovation will change the way the world works and lead to a more sustainable future. As Director of Research, Brett guides and manages the proprietary research of ARK’s investment team. 3 East 28th Street, 7th Floor, Nick graduated from the University of Michigan with a Bachelor of Arts in Political Science and a minor in Entrepreneurship. Ali has a Bachelor of Arts from McGill University and a Masters in Epidemiology and Community Health from New York Medical College. He is active in his community and serves on several charity and advisory boards and committees. Wood Partners goes beyond giving people a better place to live: distinctive communities of lasting value are created, a solid return for investors is delivered, and a culture of respect and empowerment is forged for its employees. ARK offers three reason why we believe innovation should be represented in an investor’s portfolio: Investing in innovation starts with understanding it. Cathie Wood's firm may like the online gambling company's prospects, but I see a rival as better-positioned for long-term success. Lisa received a Bachelor of Arts in Sociology and Anthropology from Colgate University and was a member of its Division I Women’s Varsity Ice Hockey program. Previously, Simon was a research intern at South Texas Accelerated Research Therapeutics (START) and Oncopath Laboratory, where he focused on novel anticancer agents and molecular tissue profiling, respectively. Prior to ARK, Sebastian worked for several years in advertising and corporate communications. He also interned at Deutsche Bank, and Gamma Real Estate – a boutique commercial real estate firm. The two firms have also settled a second part of their dispute, over Resolute’s role as ARK’s US distributor. Tom joined ARK in June 2014 and was responsible for building out ARK’s trading desk, trade integrations, and day-to-day ETF operations. Half of the solution is understanding the problem, so we are reassured by the universal and unified policy responses globally. He focuses on payments, digital wallets and the venture capital space. As ARK’s Chief Marketing Officer, Sebastian is responsible for facilitating ARK’s marketing strategy and overseeing its implementation across channels and partners. Prior to that, she worked as a Senior Paralegal at OppenheimerFunds. Prior to ARK, Nate worked at ITG and later Virtu (who acquired ITG in 2019) on the Execution Management System and Workflow teams. Prior to ARK, Alex worked in Digital Marketing at L’Oreal USA and the Equities division at Deutsche Bank Securities. As Administrative Assistant, Alex manages day to day tasks for the executive team, sourcing and coordination for special events and the document archives. All Rights Reserved. Cathie Wood, the founder of ARK Invest, has amassed legions of obsessed followers. Some other places where she has worked being in various positions as per her LinkedIn are Jennison Associates LLC (as Managing Director), Tupelo Capital Services (as Limited Partner from 1998 to 2001), and Alliance Bernstein (as Chief Investment Officer from 2001 to 2013). Prior to ARK, Will was an intern at TIAA-CREF with responsibilities including financial modeling and forecasting for numerous business and technology projects. Romane joined ARK as Director of Compliance in June 2018. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Romane then joined Morgan Grenfell (a subsidiary of Deutsche Asset Management) as a Compliance Officer supporting the Small & Micro Cap equity business and later transitioned to a Client Portfolio Manager role. Nick has been quoted by Business Insider for his research on video streaming services. Katie has over 16 years of industry experience. He was responsible for leading the expansion of investment research, third-party investment manager platform, strategic asset allocation framework, and portfolio construction.

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