Strategy | Advisory |Execution

Fintech Specialists

We are a consultancy firm specializing in the Fixed Income domain, staffed by former industry professionals who have built their careers by working at and with some of the largest asset management buy side firms.

Technology | Operations | Fixed Income Investment Management

Managing Principals

Chris Margraf

Managing Principal



Chris possesses extensive domain expertise across all facets of Fixed Income, with over two decades dedicated to strategic planning, advisory, consulting, and the execution of programs and projects. For the past 20 years, he has established a robust track record of working with clients throughout the entire investment lifecycle. His key competencies include Portfolio Construction, Investment Compliance, Fixed Income Market Structure Intelligence, Fundamental/Systematic Fixed Income Trading, Investment Performance Attribution, Sales & Distribution, and Investment Client Reporting.


Chris is an esteemed corporate alumnus of TIAA-CREF, Nuveen Investments, Charles River Development, and BNY Mellon.

Arun Kumar

Managing Principal



Arun is a seasoned leader in the fintech space and carries deep expertise in product management, advisory, consulting, execution and engagement management for buy-side investment firms.  In the last 20+ years, he has built a strong proprietary network of clients by running large programs across the entire investment transaction life cycle front-to-back - Portfolio construction, Trade order management, Compliance, Post-Trade, position keeping, Investment Performance, Attribution, Risk & client reporting.


Arun has previously worked with firms  such as ACA Global, State Street, Charles River Development, Putnam Investments, Columbia Management and Thomson Reuters.

Your Yield to Success.

Elevating your team empowering your success.

Contact Us
Share by: