Theodore Kozlowski

Founder
New York, New York, United States

Professional Overview

Theodore Kozlowski is an experienced finance professional and entrepreneur with a demonstrated history of driving innovation and growth within the investment management industry. As the Founder of Glimpse, he leverages his deep expertise in data analytics and portfolio management to develop cutting-edge investment strategies. Additionally, he serves as an Investor and Advisor at Hedge, where he provides strategic guidance to the leadership team and supports the firm's expansion efforts.

Experience Summary

Current Roles

Founder, Glimpse (2021-07-01 to Present)

• Oversee all aspects of Glimpse's operations, including product development, business strategy, and client relations

• Develop proprietary data-driven investment models to identify unique market opportunities and generate superior risk-adjusted returns

• Spearhead the firm's growth initiatives, leading to a 40% increase in assets under management (AUM) within the first 18 months

Investor + Advisor, Hedge (2022-08-01 to Present)

• Provide strategic insights and industry expertise to support the Hedge leadership team in executing their expansion plans

• Leverage extensive network to facilitate key partnerships and drive new business development initiatives

• Contribute to the firm's product innovation efforts, helping to launch a successful new investment fund

Past Experience

Portfolio Analyst, KAI Investments (2017-05-01 to 2020-09-01)

• Conducted in-depth market research and financial analysis to identify attractive investment opportunities

• Collaborated with the portfolio management team to construct and optimize client portfolios, resulting in consistent outperformance against industry benchmarks

• Presented investment recommendations to the firm's senior leadership, contributing to the firm's asset growth and client retention

Academic Background

Theodore holds a Bachelor of Science (B.S.) degree in Finance from the University of Chicago, where he graduated with Honors. During his time at the university, he was actively involved in the school's Investment Management Club and served as a research assistant for a prominent finance professor.

Areas of Expertise

• Investment management and portfolio construction

• Quantitative analysis and data-driven decision making

• Financial modeling and valuation

• Entrepreneurship and business strategy

• Strategic advisory and partnership development

Professional Impact

• Recognized as a thought leader in the investment management industry, regularly invited to speak at industry conferences and contribute to leading finance publications

• Instrumental in the successful launch and growth of Glimpse, which has attracted a diverse client base and established a reputation for innovative investment strategies

• Leveraged extensive network and industry knowledge to secure strategic partnerships and drive business development initiatives at Hedge

Conclusion

With his impressive track record of success in the finance and investment management sector, Theodore Kozlowski is poised to continue making a significant impact within the industry. His entrepreneurial mindset, coupled with his deep technical expertise and strategic business acumen, position him as a valuable asset for organizations seeking to navigate the ever-evolving investment landscape.