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Platkin, Paul 112 5x7

A team approach

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Greg Allison
Greg Allison
CFP®
Director of Portfolio Management
Andy Kapyrin
Andy Kapyrin
CFA
Partner and Co-Head of Investments
Dilan Kluge
Dilan Kluge
Investment Analyst

Paul Platkin

CFA
Partner and Co-Head of Investments

As Co-Head of Investments, Paul brings more than 20 years of experience as an investment professional who has managed all aspects of multi-asset portfolios. His experience, both as an allocator and direct investor, is global in nature, as well as broad in scope, covering an expansive range of investment strategies and asset classes.

Previously, Paul served as Chief Investment Officer at Hillview Capital from 2016 to 2019 when the firm combined with RegentAtlantic. Prior to this, Paul spent 3 years as Chief Investment Officer of Gruss & Co., a substantial single family office located in New York and Florida. From 2003 through 2012, Paul served as Chief Investment Officer of Robeco-Sage Capital Management (subsequently Arden-Sage after it was acquired), a $2 billion multi-strategy hedge fund-of-funds manager. Paul began his financial career at General Motors, where he spent almost a decade working at both the Treasurers Office and General Motors Asset Management, a $90 billion pension manager. Among other responsibilities at the pension fund, Paul was responsible for all shorter-term asset allocation activities, as well as setting the longer-term strategic asset allocation mix.

Paul holds an M.B.A. in Finance and International Business from Columbia Business School and a B.S.B.A. in Finance from Georgetown University. Paul is a Chartered Financial Analyst. He lives in Westchester County, NY with his wife and family and is an avid Rangers fan.

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