Chris Castroviejo
Chris Castroviejo is the Owner, President and Chief Investment Officer of Directional Research & Trading, a private financial office he founded in 1999. He is a financial veteran with a demonstrated history of working in the investment management industry. Castroviejo was a shareholder and lead director of Chaikin Analytics LLC, an award-winning trading platform which provided quantitative research services and partnered with NASDAQ to launch enhanced alpha stock indices. His clients have included J.P. Morgan & Co., Kuwait International Investment Co., Tiger Partners, Omega Partners, Pictet & Cie., Family Financial Offices, A Sovereign Wealth Fund, and the Vatican Bank.
Chris Castroviejo Professional Experience / Academic History
Professional Experience
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Owner, President and Chief Investment Officer
Academic History
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M.A., Finance and Financial Management Services
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A.B., Economics
EARLY CAREER
Castroviejo started his career at Smith Barney.
He was a Principal at Faulkner, Dawkins, and Sullivan, and was associated with Fahnestock & Co, where he ran the computer assisted trading group.
He served as a General Partner and Director of Risk Control for T.C. Management Partners, a New York based firm which managed a combination of hedged and short only accounts.
He also served as President of Sussex Asset Management, Inc., an asset allocation firm.
He managed discretionary accounts and provided consultation services for hedge funds and institutions as a Partner of the investment bank, Bear Stearns.
PHILANTHROPY & VOLUNTEERING
He has served as Chairman of the Sheltering Arms Children’s Service, the oldest and largest non-sectarian child care agency in the city of New York.
He contributed as a Director of the Matinecock Neighborhood Association, Long Island’s first social service volunteer group.
He has also served as a Trustee and Member of the Executive Committee of the Harvard Medical School Center for Blood Research and as a Trustee of the Fay School.
MEDIA & APPEARANCES
His investment views have been featured in numerous media, including The International Herald Tribune, The New York Times, The Washington Post, Business Week, National Public Radio, and Bloomberg LP.
He has also appeared as a guest on Real Vision.