Experience. Partnership.
Solutions.

A fiduciary-led team with a track record of innovation, growth, and execution.

About Us

Paradigm Global Investors is a fiduciary-led OCIO platform serving institutional clients with a combination of disciplined oversight and tailored investment design. Our team brings decades of experience in asset allocation, governance, and capital strategy, offering a depth of expertise that spans global markets and complex mandates.

Meet the Team

CFA, FRM, CAIA, CMT

Chief Investment Officer, Senior Managing Partner

CFA

Chief Strategist, Managing Partner

CIPM, CAIA, CDDA

Chief Operating Officer, Managing Partner


Chief Administrative Officer, Partner

Trusted. Credentialed. Experienced.

65+ years of combined institutional experience

End-to-End CIO + Advisory Execution

Deep governance, risk, and operational oversight expertise.

Paradigm's Core Principles

Purpose-Driven Investing

Align portfolios with each institution’s mission and values. Every strategy is designed to deploy capital with intention, balancing long-term impact with disciplined risk management and fiduciary rigor.

Strategic Portfolio Design

Build resilient portfolios through thoughtful asset allocation, calibrated risk frameworks, and liquidity-aware construction. Approach emphasizes clarity and adaptability, ensuring strategies evolve in step with institutional priorities and market dynamics.

Solutions-Based Partnership

Engage as a true partner in governance and execution. From board education and decision support to the design and implementation of custom solutions, we provide the structure and expertise to translate vision into lasting, resilient outcomes.

Our Approach

From governance and risk management to board education and operational support, Paradigm acts as an extension of your team, delivering the clarity, discipline, and partnership needed to navigate complex investment mandates.

OCIO Services

Comprehensive oversight across portfolio management, asset allocation, risk, governance, and operational support. Integration of investment discipline with institutional governance. Boards and committees equipped to make informed decisions.

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Capital Strategy Design

Translate vision into actionable strategy. Design structures reflecting long-term objectives, build flexibility for changing conditions.


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Execution Partnership

Expertise and infrastructure to carry strategies from concept through implementation. Engagement continues post-launch, supporting execution, monitoring, adaptation.

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From Mandate to Market.

From full OCIO oversight to targeted portfolio design, we provide the expertise, frameworks, and execution support institutions need to thrive. Whether it’s portfolio management, private markets access, or mission-aligned integration, our services are designed to translate vision into resilient strategies, and strategies into measurable outcomes.

Portfolio &
OCIO

Private Markets & Mission-Aligned Investing

Operating Model Design

Paradigm Global Investors

Let’s Build Customized Solutions Together.