Kwadwo B Boateng

Manager, Portfolio Data Operations at Addepar

Kwadwo B Boateng possesses extensive experience in financial analysis and operations, currently serving as a Senior Portfolio Data Operations Analyst at Addepar since June 2023, following a role as a Hedge Fund Analyst at JPMorgan Chase & Co. from November 2021 to June 2023. Prior to these positions, Kwadwo contributed to academia as a Graduate Teaching Assistant at Heriot-Watt University from January 2018 to September 2021, facilitating lectures and coursework administration. Earlier in the career, Kwadwo worked as a Securities Broker at Amber Securities, achieving substantial trading revenue growth and managing significant client investment accounts. Kwadwo holds a Doctor of Philosophy in Accounting and Finance and a Master of Science in Investment Management from Heriot-Watt University, as well as a Bachelor of Science in Finance from the Ghana Institute of Management and Public Administration.

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Addepar

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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.


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