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David Kaul Location
New York, NY, US
David Kaul Work
Director, Alternative Investments @ (March 2024 - Present)
Client Strategist @ Opto Investments (June 2022 - June 2023)
Managing Director, Alternative Investments @ Qualis Capital LLC (May 2019 - April 2022)
Director | Alternative Investments @ (September 2017 - January 2019)
Director, Alternative Investments @ (December 2015 - August 2017)
Director, Alternative Manager Research and Selection @ (November 2010 - December 2015)
Portfolio Manager @ DN&C L.P. - Family Office (January 2009 - November 2010)
Senior Analyst, Alternative Investments @ (October 2005 - November 2008)
Vice President, Fund of Funds PM @ Viking Investment Group - Family Office (August 2003 - October 2005)
Analyst @ (February 2001 - August 2003)
David Kaul Education
Columbia Business School
MBA
2007-2009
Davidson College
Bachelor of Arts - BA (Economics)
Berkeley Preparatory School
Davidson College
David Kaul Skills
Sales
Customer Relationship Management (CRM)
Investment Strategies
Team Management
Business Development
Product Specialists
Private Credit
Marketing Materials
Due Diligence
Wealth Management
Financial Services
Fixed Income
Asset Management
Equities
Alternative Investments
Portfolio Management
Hedge Funds
Investments
Fund Of Funds
Asset Allocation
Valuation
Private Equity
Investment Management
Investment Banking
David Kaul Summary
David Kaul, based in New York, NY, US, is currently a Director, Alternative Investments at BNY. David Kaul brings experience from previous roles at Opto Investments, Qualis Capital LLC, CAIS and Stifel Financial Corp.. David Kaul holds a 2007 - 2009 MBA @ Columbia Business School. With a robust skill set that includes Sales, Customer Relationship Management (CRM), Investment Strategies, Team Management, Business Development and more. David Kaul has 2 emails and 1 mobile phone numbers on RocketReach.
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