Saumen Chattopadhyay CFA®, CPA
Saumen is the Chief Investment Officer of OneDigital’s retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.
Saumen has over 26 years of experience in asset management industry holding C-suite leadership positions with institutions, investment firms and wealth management platforms. He came from Carson Group he was the Chief Investment Officer (CIO) leading their $18 billion investment platform. Prior to Carson, Saumen was the CIO of Convex Capital management and Head of Investment Management at Jackson National Asset Management, Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds.
Saumen is a veteran in asset allocation, portfolio and risk management. Among his many accomplishments, Saumen introduced robust investment offering and alternative investments to Carson Group, and at Convex Capital, he developed unique wealth management solutions for financial advisors with Risk Number Algorithm and Goals-based Asset Allocation.
Saumen received his MBA (Finance) from the University of Toledo and Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance. Saumen holds his CPA licensure. He is also a CFA® Charterholder.
Education & Training
MBA (Finance) from the University of Toledo
Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance
Holds his CPA licensure