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    Archan Basu

    Chief Investment Officer at Altar Rock

    Archan Basu is the Chief Investment Officer at Altar Rock, a position he has held since January 2020. He is based in Lexington, Massachusetts, and has over 500 connections on LinkedIn. His educational background includes an MBA from the MIT Sloan School of Management and an AB from Harvard University.

    Professional Experience

    • Chief Investment Officer at Altar Rock (January 2020 - Present)
    • Deputy Chief Investment Officer at Cresset (July 2021 - December 2022)
    • SVP - Head of Portfolio Construction Guidance at Fidelity Investments (June 2013 - December 2019)
    • Global Head of Portfolio Construction at J.P. Morgan (June 2011 - May 2013)
    • Director of Strategic Asset Allocation at AllianceBernstein (March 2009 - May 2011)
    • Director, Quantitative Research at Bernstein Private Wealth Management (August 2004 - May 2011)
    • CEO & Co-founder of LifeHarbor Inc. (sold to Vestmark) (March 2000 - July 2004)
    • Asset Allocation Associate at GMO (July 1999 - February 2000)

    Licenses and Certifications

    • Chartered Financial Analyst (CFA) since September 1997
    • Series 7, 24, and 63 licenses (not currently active)

    Language Proficiency

    • Bengali: Native or bilingual proficiency
    • Hindi: Limited working proficiency
    • French: Professional working proficiency

    Archan Basu's extensive experience in investment management and portfolio construction, combined with his strong educational background, positions him as a significant figure in the finance industry.

    Highlights

    Sep 17 · Financial Planning
    J.P. Morgan, Raymond James, plus who made a diversity index, and awards and scholarships - Financial Planning
    print issue - Financial Advisor IQ

    Related Questions

    What are Archan Basu's key achievements at Altar Rock?
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    What is Archan Basu's educational background and how did it influence his career?
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    Archan Basu
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    Location

    Lexington, Massachusetts, United States