Howard Chan

Howard Chan is the Founder and CEO of Kurv Investment Management, a company that specializes in tax-aware, option-based investment strategies.2 Here are some key details about Howard Chan:

Professional Background

Howard Chan has over 20 years of experience in the investment and finance industry.1 His career includes:

• Working at Goldman Sachs Asset Management in asset allocation for institutional and private wealth clients1
• Managing global fixed-income businesses at PIMCO1
• Building and scaling a $5.5 billion UCITS ETF business1

Current Role

As the Founder and CEO of Kurv Investment Management, Howard Chan:

• Leads a team of experienced professionals from top firms like PIMCO, Nuveen, JP Morgan, and Goldman Sachs3
• Oversees the development of ETF products, including covered call strategies on large-cap technology stocks3
• Aims to democratize access to high-caliber portfolio tools and investment options previously reserved for institutional investors2

Expertise

Howard Chan is known for his:

• Wide-ranging expertise across asset classes and investment vehicles1
• Experience in developing strategic business and investment strategies for large asset managers1
• Focus on creating income strategies for technology stock investors3

Education

Howard Chan holds a degree from the Massachusetts Institute of Technology (MIT).4

Howard Chan's approach at Kurv Investment Management involves leveraging institutional investment practices to create accessible ETF products for a broader range of investors, with a particular focus on income-generating strategies in the technology sector.3