Kori Estrada - Co-CIO & Co-CEO

Professional Overview

Kori Estrada is a seasoned investment professional and successful entrepreneur with extensive experience in the financial services industry. As the Co-CIO and Co-CEO of Axon Capital, a leading hedge fund, she is responsible for overseeing the firm's investment strategies and driving its overall business direction. Additionally, Kori is the Co-Founder of RiseWell, a rapidly growing fintech startup focused on empowering individuals to achieve their financial goals.

Experience Summary

Current Role

As the Co-CIO and Co-CEO of Axon Capital, Kori is responsible for managing the firm's investment portfolios and setting the strategic vision for the organization. Under her leadership, Axon Capital has consistently outperformed industry benchmarks, delivering strong returns for its investors. Kori's expertise in identifying and capitalizing on market opportunities, as well as her ability to navigate complex regulatory environments, have been instrumental in the firm's success.

Career Progression

Prior to her current roles, Kori held various leadership positions within the investment management industry. As a Partner at TPG-Axon Capital, she played a crucial role in the firm's expansion and the development of its investment strategies. Earlier in her career, Kori served as an Investment Associate at Shumway Capital and an Investment Banking Analyst at UBS, where she honed her skills in financial analysis, deal structuring, and client relationship management.

Academic Background

Kori holds a Bachelor of Science in Finance from the University of Pennsylvania's Wharton School, where she graduated with distinction and was recognized for her academic excellence.

Areas of Expertise

Kori's areas of expertise include alternative investment strategies, global macroeconomic analysis, portfolio construction, and risk management. She is a skilled communicator and has a proven track record of leading cross-functional teams to achieve strategic objectives. Kori's entrepreneurial mindset and innovative approach have been instrumental in the success of RiseWell, a fintech startup she co-founded to revolutionize personal financial management.

Professional Impact

Throughout her career, Kori has been a driving force in the investment management industry. Her contributions to Axon Capital's investment performance and growth have earned her a reputation as a respected thought leader. Additionally, Kori's involvement in the fintech space through RiseWell has positioned her as an innovator in the personal finance domain, where she is leveraging technology to empower individuals to achieve their financial goals.

Conclusion

Kori Estrada's exceptional track record, diverse expertise, and entrepreneurial spirit make her a valuable asset in the investment management and fintech industries. As she continues to navigate the evolving financial landscape, Kori remains committed to delivering exceptional results for her clients and investors, while also driving positive change through her innovative endeavors.