Director of Account Reconciliation & WRAP Platform Administration
Chi is Director of Account Reconciliation & WRAP Platform Administration. Chi is responsible for the post trade execution reconciliation and settlement process. Chi is also responsible for administering our client’s separately managed account platforms. Prior to joining Sustainable Growth Advisers, LP in July 2012, Chi was a Senior Portfolio Administrator with Avatar Associates since 1990, performing all of the functions described above.
Chi received his B.A. in Economics from State University of New York at Stony Brook.