People

Cullen Roche

Cullen Roche

Formal First Name
Cullen
Location

Cullen Roche is the Founder and CIO of Discipline Funds, a low-fee, financial advisory and asset management firm, and Orcam Financial Group, a financial services firm offering financial advisory, consulting, research and educational services. Cullen is an independent financial analyst with extensive background in financial accounting and portfolio management. His primary expertise also includes global macro portfolio construction, quantitative risk management, monetary economics, and behavioral finance. Prior to founding Orcam, he ran a private investment partnership in which he generated substantial alpha with no negative 12 month periods during one of the most turbulent periods in stock market history. He also helped oversee $500M+ in assets under management with Merrill Lynch Global Wealth Management. Cullen is a prolific author who has written numerous research papers and finance books. He has published two of the most widely circulated academic papers in finance and economics – Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

Professional Experience


Academic History

HONORS & RECOGNITIONS

  • 2015 InvestmentNews 40 Under 40

  • 2011 Top Wall Street Economists Experts and Opinion Leaders

  • Business Insider 101 Best Finance People


MEDIA & APPEARANCES