Howard Chan

Founder & Chief Executive Officer at Kurv Investment Management

Howard Chan is the Founder and CEO of Kurv Investment Management, a firm that specializes in providing tax-efficient, option-based investment strategies through Exchange-Traded Funds (ETFs). With over 20 years of experience in the finance industry, Chan has a robust background that includes significant roles at major financial institutions such as Goldman Sachs and PIMCO. At PIMCO, he led the development of a $5.5 billion UCITS ETF business and managed global fixed-income portfolios.1 2

Background and Career

Chan began his career as an engineer, holding degrees in electrical engineering and computer science from the Massachusetts Institute of Technology (MIT). His initial work focused on signal processing, but he transitioned into finance after realizing that he desired more interaction and engagement in his professional life. This shift led him to consulting roles before he joined Goldman Sachs, where he worked on asset allocation for institutional clients.1 2 4

After his tenure at Goldman Sachs, Chan moved to PIMCO, where he gained extensive experience in managing investment strategies for institutional clients. His time at these firms equipped him with insights into best practices that were often unavailable to retail investors. This realization inspired him to launch Kurv Investment Management with the mission of democratizing access to sophisticated investment strategies.1 2 4

Kurv Investment Management

Founded with a team of experienced professionals from leading financial firms, Kurv Investment Management focuses on making institutional-grade strategies accessible to a broader range of investors. The firm emphasizes tax efficiency in its product design, aiming to mitigate tax implications that typically accompany institutional strategies.1 3 One of its flagship products is the KQQQ ETF, which targets large technology companies while employing dynamic covered call strategies to manage risk and enhance income generation.1 3 4

Chan's leadership at Kurv reflects his commitment to innovation in investment management, particularly through the use of advanced techniques previously reserved for large institutions. The firm aims to provide solutions that address common investment challenges faced by both individual and institutional investors.1 3 4

Personal Insights

In interviews, Chan has shared insights about risk management and investment strategies, highlighting his belief in preparing for market volatility while pursuing long-term growth objectives. His approach combines technical expertise with a deep understanding of market dynamics, making Kurv a notable player in the ETF landscape.1 2 4

For more information about Howard Chan's professional journey and Kurv Investment Management, you can find him on LinkedIn under the username howard-chan888.5