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Thursday, July 13, 2017|
Post-Strategic Review, Beaulieu Brings Three Senior Execs to Altegris
La Jolla, California-based Altegris Advisors' Martin Beaulieu, executive chairman and CEO, is expanding its leadership team. Following the firm's strategic review, Altegris has hired three senior executives: Robert Naka, chief operating officer; Leah Curtis, director of marketing; and Preeti Malik, head of strategy.
Naka and Malik are joining Altegris from Salient Partners, and Curtis is joining Altegris from Matthews Asia. Representatives from Salient Partners and Matthews Asia could not be immediately reached on how Naka, Malik, and Curtis' duties are being handled.
Naka worked at Salient Partners for 8 years, where his most recent role was chief operating officer. In this role he planned, carried out, and oversaw the operational integration of Forward Funds and Salient Partners, and optimized the firm's operations, IT, fund accounting, and technology.
Curtis joins Altegris from Matthews Asia where she was vice president of US marketing in their San Francisco office. She was responsible for the company's channel marketing activities across the U.S. and Latin America.
At Salient Malik was vice president of strategy and worked with the management team to direct and develop strategic and growth initiatives on business investments and acquisitions.
Naka will report to Beaulieu. "Rob joins at an important time for Altegris, and his deep expertise and proven track record enhancing core alternative investment operations will be instrumental in paving the way for Altegris' growth moving forward," states Beaulieu. These hires are part of Altegris' commitment to better meet the evolving needs of clients and delivering optimal alternative investment solutions to individual and institutional clients.
Under their new roles, Naka will oversee the operations and IT departments to enhance the firm's operational infrastructure, and Curtis will work with Altegris' distribution teams and advance marketing strategies for key distribution partners and client segments.
"We are pleased to have Rob, Leah and Preeti on board, and look forward to leveraging their extensive experience in product development, strategy and mergers and acquisitions as we explore new opportunities to enhance our platform," states Beaulieu. "We are focused on continuing the momentum of 2017 and build upon our success by expanding our existing capabilities and bringing on new ones that match the needs of our clients."
Altegris has $2.2 Billion in AUM. The firm is wholly owned by the private equity firms Aquiline Capital Partners and Genstar Capital Management.
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