Andrei A. Belov

Andrei A. Belov, CFA has extensive work experience in the financial industry. Andrei is currently serving as the Chief Investment Officer at Shade Tree Advisors LLC since January 2020. Prior to that, they worked as an Investment Strategist in Wealth Management at Allen & Company LLC from 2015 to 2019.

Andrei's earlier experience includes working at Citi as a Portfolio Manager in the Multi Asset Class Solutions division. Andrei managed a $5.2 billion global multi-asset class advisory program and was responsible for strategic asset allocation, tactical views implementation, selection and monitoring of third-party investment managers, and risk and investment suitability evaluation of client mandates. Andrei was also a Senior Research Analyst at Citi, specializing in Asset Allocation & Portfolio Construction.

In the early stages of their career, Andrei worked at Bridgewater Associates as Head of Client Service Analytics. Andrei led an investment research team that advised institutional clients on investment strategy and portfolio construction, including aspects like asset allocation, risk budgeting, currency overlay, portable alpha, and asset-liability management.

Overall, Andrei A. Belov, CFA has a deep understanding of investment strategies, portfolio construction, and advisory services gained from their roles in various companies throughout their career.

Andrei A. Belov, CFA received their education from Brown University, where they obtained a Bachelor of Arts degree in Economics & Applied Mathematics. Andrei attended Brown University from 1996 to 2000. Prior to that, they acquired their High School Diploma from Riverdale Country School from 1992 to 1996.

In addition to their academic achievements, Andrei also holds several certifications. Andrei obtained a Chartered Financial Analyst (CFA) certification from the CFA Institute in September 2003. Furthermore, in January 2014, they obtained certifications in Series 63, Series 65, and Series 7 from the Financial Industry Regulatory Authority.