- Lead Portfolio Manager Global Small Cap
- Lead Portfolio Manager Lead Portfolio Manager Emerging Markets Small Cap
- Industry Experience: 24 Years
- With over 20 years of experience and expertise in fund and business development, Abhishek Chopra is an expert in the complete process of developing and launching exchange traded funds in the financial industry. As the Lead Analyst at ESVEE CAPITAL, he is responsible for monitoring daily trading activities, managing the entire fund pipeline with service providers to ensure efficiency in financial markets, and overseeing ESVEE's annual impact report. In addition, Abhishek designs and implements business strategies, sets guidelines to promote impact and vision with performance and growth, and more importantly, he empowers the ESVEE team and our partners to achieve our goal of becoming a social impact company with a sustained focus on eliminating poverty and promoting prosperity.
- Abhishek worked at Smith Barney (now Morgan Stanley Wealth Management) for 6 years, rising to the position of Emerging Markets Investment Manager, managing a portfolio of approximately $3 billion. He is also the Head of Emerging Market Investments and a member of the Global Research team, responsible for value analysis, monitoring news flow, macroeconomic fundamentals and developing trading strategies to determine limits, investment objectives and risk tolerance
- Mr. Abhishek holds an MBA from the University of Pennsylvania, where he also worked as a Graduate Assistant. He completed his undergraduate degree at the University of Mumbai, where he received a BS in Finance. Abhishek is considered a veteran in the ETF industry and is proud to mentor, advise and support entrepreneurs, students, faculty and alumni in creating entrepreneurial ventures through financial markets, especially his experience with exchange-traded funds.
- Abhishek was born in Mumbai, India. He enjoys traveling and cycling.
- As the Treasurer of ESVEE CAPITAL, BONNIE is responsible for planning, directing and executing accounting and operational functions, as well as managing and budgeting operational cash flow, and improving cost efficiency by optimizing workflows to ensure continuous process improvement. Her 20+ years of experience in different industry sectors ranging from real estate, manufacturing and distribution to international import and export enables her to identify investment opportunities to achieve investment goals in terms of relevance, policy impact, quality, capacity building, and achieve the overall mission of ESVEE's growth objectives. By establishing connections, exchanging strategic information with international institutions, BONNIE can comprehensively identify necessary research developments.
- BONNIE holds a Bachelor of Science in Management Information Systems from Santa Clara University and a Master of Arts in Business Administration from Harvard University. In her free time, she enjoys traveling, yoga, and guiding students in planning their career paths, providing guidance, motivation, and mentoring support.
- RODOLFO is an experienced, dedicated and detail-oriented capital finance professional who serves as the Financial Director of ESVEE CAPITAL. His experience in financial matters, methodological orientation and economics has played an important role in meeting the capital reporting requirements of various large and small organizations both domestically and internationally.
- His excellent communication and interpersonal skills provide him with the necessary tools to effectively communicate and collaborate with other team members at ESVEE, as well as socially interact with existing and potential investors. As an expert in the field of financial and management reporting, he continuously provides a wide range of practical and analytical skills to make safe and informed decisions for the future of ESVEE in this increasingly complex and multinational market.
- His accounting career began at Oxford Brookes University, where he obtained a BSc (Hons) in Applied Accounting, before continuing his studies and obtaining the Association of Chartered Certified Accountants (ACCA) qualification. Since joining the team, his financial expertise and experience interacting with both individual and corporate clients have helped him to navigate the financial environment with ease and play an important role in achieving ESVEE's goals and objectives.
- BEN is the Director of Institutional Investments at ESVEE CAPITAL, and throughout his career he has been at the forefront of global investment, dedicated to helping clients build their portfolios. He oversees all investment entities, including banks, insurance companies, pensions, hedge funds, investment advisors, endowments, and mutual funds. BEN is a prominent member of ESVEE because of his industry reputation, which has enabled him to build a diversified client base, allowing ESVEE to provide investment products to multiple entities in the financial industry. In his 30-year career in institutional financial management, BEN brings a truly unique and senior global, multi-asset class and multi-manager portfolio management experience to ESVEE, pointing the way for the future of ESVEE. He has been at the forefront of global investment management, providing institutional quality resources, financial research, and cutting-edge institutional practices to client portfolios.
- BEN holds a bachelor's degree in chemical engineering from the University of California, Berkeley, and an MBA in finance from San Francisco State University. He has also obtained the Chartered Financial Analyst designation from the Chartered Financial Analyst Institute, which helps him improve his investment analysis and decision-making capabilities in the global investment industry and inspires his desire to continue to grow in the industry. Additionally, he speaks at conferences on global investing, measuring risk, and other investment topics to ensure market diversification. He has co-authored publications, taught CFA exam review courses, conducted Field Education Institute seminars, and taught global investing and asset allocation for graduate investment courses.
- RICHARD is a Senior Portfolio Manager at ESVEE CAPITAL, where he leverages his extensive knowledge and over 25 years of experience in the financial sector to manage large investments, as well as analyze and predict trends in the capital markets. At ESVEE, his responsibilities include developing and directing portfolio business units across multiple different platforms and trading environments, executing fixed income trading, performance measurement, portfolio-level analysis, and quantitative finance. His extensive experience and expertise in finance enables him to have a high level of efficiency and effectiveness in portfolio management, and the services he provides are aligned with ESVEE's social impact goals and objectives to ensure our long-term growth and expansion.
- RICHARD graduated from the University of Massachusetts with a Bachelor of Arts in Finance, with a major in Investment Management, Mathematics, and Economics, and is proficient in Bloomberg, Intex, Loan Performance, Yield Book, and various other third-party providers. He also frequently speaks and serves as a presenter at national conferences, discussing the design and development of proprietary models for internal analytics, the integration of third-party custom software, and the complexities of proprietary trading and treasury, institutional, corporate, and mortgage brokerage.
- As ESVEE CAPITAL’s Director of Emerging Markets, ANDY is well versed in multiple areas of business and marketing functions, including financial analysis, corporate strategy, international relations, pricing and budgeting strategy, market strategy, and market data analysis. ANDY’s extensive experience in business and marketing strategy helps him successfully analyze investments at a country level, providing investment specific considerations that drive risk and return in emerging markets. His consulting functions include conducting analysis, financial planning, and advising management to achieve financial and operational goals for ESVEE’s long-term sustainable growth objectives, while also advising on key decisions for the organization’s portfolio. ANDY also advises ESVEE’s team portfolio managers and research analysts who rely on him to make decisions in the often volatile and rapidly changing emerging markets.
- Prior to joining ESVEE, his international experience enabled him to gain comprehensive knowledge of domestic and international markets, particularly Latin American financial markets. At King Juan Carlos University, he developed specific research agreements between international universities and research centers to develop exchange programs through a research scholarship in International Relations. ANDY received his Bachelor’s degree in Marketing and Business Administration from King Juan Carlos University in Madrid, Spain, with a research scholarship in International Relations.
- GIAMPAOLO is a Financial Markets Advisor at ESVEE CAPITAL, where he previously served as CFO and in doing so, built cross-functional partnerships that delivered exceptional results. He leverages his experience in a Financial Markets Advisor position to apply his knowledge and expertise to develop financial plans to achieve his clients’ financial goals. GIAMPAOLO believes in a collaborative approach based on his three areas of expertise: financing, visibility, and profitability to provide secure and long-term growth for his clients.
- His past experience includes entrepreneurial consulting, strategic development, revenue growth, international business, mergers and acquisitions, risk management, trade finance, capital markets, and forecasting. His diverse skills make him a great addition to ESVEE, where he is able to leverage his experience in the financial industry to look at the market from many different perspectives in asset management and financial management.
- GIAMPAOLO holds a Bachelor of Business Administration in Finance and International Economics from San Diego State University, an MBA in Forensic Accounting and Taxation from Florida Atlantic University, and has also obtained FINRA Series 7 and 66.
- With over 10 years of experience in the financial sector, SEAN’s innovative spirit and detail-oriented personality have resulted in a high degree of accuracy in portfolio management, presentation skills, and keen expertise in fund operations management. As a Senior Advisor to ESVEE CAPITAL, his guidance includes impact investment advice, financial analysis of fixed income markets, asset allocation, and business development, with clear direction that aligns with ESVEE’s vision and investment objectives while also staying on the path of our overall social impact mission.
- SEAN began his career as an undergraduate lecturer at the University of Missouri’s Trulaske College of Business, teaching finance, including financial derivatives, writing course materials related to economics and capital markets, and evaluating student performance through daily assignments and student portfolios. He then worked as a research analyst at Goldman Sachs, where his responsibilities included analyzing high-yield assets, interpreting market data, conducting qualitative and quantitative research, and evaluating financial suitability to develop customized portfolios.
- As Director of Legal Affairs at ESVEE CAPITAL, DENISE is an acclaimed attorney and the organization’s subject matter expert in the areas of finance, SEC law, and e-commerce. Her expertise in finance and SEC law makes DENISE a valuable resource to ESVEE to help resolve all of the organization’s legal issues relating to finance and securities. DENISE’s role is to advise the organization on the risks and legal issues of organizational strategy as they impact the organization’s functions, allowing leadership to make informed strategic risk assessments. Her combined knowledge of the law and the SEC allows her to understand the evolving needs of the financial industry and handle any organizational legal issues that may arise in the future relating to securities laws. DENISE’s legal expertise utilizes her knowledge of SEC law to ensure that all appropriate disclosure documents are signed and that all employees fulfill their fiduciary responsibilities.
- DENISE graduated from the American University School of Law with a Bachelor’s degree in Criminal Justice, graduating with honors. Rosa’s educational background includes a degree in Criminal Justice with extensive international experience. Admitted to the New York and Puerto Rico bar, she has a deep passion for social freedom and liberty, a belief she developed during her internship at the ACLU.
- JULIE joins ESVEE CAPITAL as a Financial Advisor, providing business and financial education, helping teams collaborate and improve development workflows. With her extensive financial industry knowledge gained from working with brokerage firms, wealth management firms, hedge funds, and investment banks, she brings effective collaboration between team members, investors, and potential clients. JULIE is also involved in the development and delivery of knowledge training to share and educate our partners on the benefits that ESVEE brings to the financial markets. Her previous experience working in financial institutions has given him extensive experience and skills to engage with all levels of the business, including front office, middle office, back office, and management teams.
- JULIE graduated from Florida State University with a Bachelor of Science in Finance and Management, with a minor in Economics, and later obtained Series 7, 66, 9, and 10 financial licenses from the Financial Industry Regulatory Authority (FINRA), which allowed him to effectively manage and direct brokerage firms’ securities trading teams.
- As a Financial Analyst at ESVEE CAPITAL, MILTON successfully leverages his years of experience in financial modeling and forecasting, as well as business valuations, to predict and evaluate the performance of stocks, bonds, and other financial investments, and to make recommendations based on the evaluations. MILTON's skills require him to be able to collect and analyze financial data and make portfolio recommendations; his past experience enables him to identify economic and business trends in the past, present, and future. His predictive talent makes him a valuable analyst at ESVEE, as he is able to create growth in client portfolios by studying historical and future trends. He brings a decade of experience to ESVEE, helping startups develop business plans, raise capital, optimize performance, and make prudent investment decisions. His time in the industry has given him experience in preparing financial reports and research documents, business and investment analysis, market research, and big data analysis.
- He holds a Chartered Financial Analyst Level 2 certification as well as a certificate in Financial Modeling from the Wall Street Prep Program, which covers financial statements, DCF, M&A, LBOs, and various transaction/trading models; he is also a candidate for the Chartered Financial Analyst Level 3 certification, which focuses on portfolio management and wealth planning.
- Specializing in finance and engineering, Rajesh brings twelve years of professional, financial and engineering experience to ESVEE CAPITAL, helping ESVEE handle complex securities and provide investors with stable returns while adhering to its mission of being socially and environmentally responsible. As a financial analyst at ESVEE, he has a deep understanding of financial structures, analysis, environmental impact and technical analysis, and is also a professional derivatives trading expert, enabling ESVEE to discover and implement new ways of social sustainability through analyzing global markets to fulfill ESVEE's mission. The experience and skills that Rajesh has gained in his career have made him a financial expert with a focus on emerging markets, supporting economic growth, educational incentives and ecological development.
- Born and raised in Chandigarh, Rajesh obtained his Bachelor's degree in Electrical and Electronic Engineering from Jawaharlal Nehru University, majoring in Electronic Design, Telecommunications and Electrical Applications. He passed the Level 1 Chartered Financial Analyst qualification exam, consolidating his position as a senior financial analyst, and obtained a Master's degree from the University of Cambridge, majoring in Corporate Finance, Portfolio Management, Risk Management and Financial Analysis.