- Brian Hunter, CIMA, Managing Director
- Soulaymane Kachani, Chief Strategy Advisor
- Ashish Kulkarni, CFA, Senior Associate - Investment Strategy, Director. Financial Eng.
- Ryan Hunter, Outside Consultant
- Karen Lee, Director - Operations, Head of Client Services
- Laurent Laskowski, Senior Associate - Investment Strategy
- Kerri Walsh, Associate - Investments
Managing Director
Mr. Hunter was with Prudential Securities from July, 1999 to September, 2001. Previously, he was with Morgan Stanley Dean Witter for four years and Smith Barney for ten years. He has built a unique corporate and institutional consulting practice that concentrates on achieving maximum capability for risk-controlled assets.
In consultation with the Lehman investment banking division of Shearson Lehman Brothers, Mr. Hunter was instrumental in bringing a regional oil company public and in the design of a public conversion strategy for a regional bank. Also while at Smith Barney, he helped establish reorganization criteria that assisted the $3 billion SB Corporate Trust Company subsidiary to evolve toward a more responsive internal service organization. He also consulted to senior Smith Barney management to reconcile the firm's 401(k) business process with an emerging Corporate Services profitability model.
Prior to his tenure at Smith Barney, Mr. Hunter's experience includes his own consulting firms for derivative portfolio management and international relocation policies and systems on behalf of multinational companies and professional service firms. Clients included McKinsey & Company, Otis Elevator, CE Lummus, Levi Strauss, United Parcel and Northrop. Mr. Hunter's initial consulting experience was in competitive strategy assignments while at the Boston Consulting Group and Bain & Company. He focused on market segmentation and merger and acquisition [M&A] issues for maximizing shareholder value. Mr. Hunter's strategy consulting expertise, enhanced by twenty-one intensive years throughout the financial industry have merged to generate his concept for reshaping competitive advantage in the M & A playing field.
Mr. Hunter holds a B.S.E. degree in Aerospace and Mechanical Sciences from Princeton University where he also completed the Program for Science in Human Affairs. At Princeton, Mr. Hunter designed and initiated the Program for Science, Technology and Environment that combined curricula from the Woodrow Wilson School for Public and International Affairs and the Engineering School. Mr. Hunter received his M.S. in Urban and Policy Sciences from the State University of New York at Stony Brook where he was instrumental in developing and implementing systems solutions to complex public policy problems for New York City and the Nassau/Suffolk County Planning Commissions.
Mr. Hunter serves as a Patron Councillor to The Atlantic Council of the United States, as a member of the British-North American Committee and on the Board of Associates of the Whitehead Institute for Biomedical Research. He is also actively involved with alumni affairs for Princeton University.
Mr. Hunter is also a CIMA-designated member of the Investment Management Consultants Association.
Chief Strategy Advisor
Currently, Dr. Kachani is a professor in the Industrial Engineering and Operations Research Department at Columbia University.
Prior to joining Columbia, he served as an Associate and a Senior Associate in the Boston office of McKinsey. Dr. Kachani holds a Ph.D. in Operations Research from the MIT Sloan School of Management. His research interests include dynamic pricing, transportation network, supply chain and inventory management.
In addition to his academic and research interests, Dr. Kachani continues to consult to McKinsey on issues revolving around pricing and revenue optimization. Dr. Kachani also holds a Master of Science in Operations Research from the MIT Sloan School of Management and a Diplôme d'ingénieur in Applied Mathematics from Ecole Centrale de Paris.
Even before assuming an advisory role, Dr. Kachani was instrumental in the development of SCA's asset allocation system while pursuing his Ph.D. at MIT.
Senior Associate - Investment Strategy
Director - Financial Engineering
Mr. Kulkarni joined Strategic Allocation Group in 3Q'2002. His primary role encompasses providing investment strategy, evaluation and development of financial models for SCA Group. Mr. Kulkarni also shares primary responsibility for some
Mr.Kulkarni received his M.Eng. degree in Information Systems from Massachusetts Institute of Technology, with graduate research in Engineering Systems at MIT-Sloan School of Management.
Mr.Kulkarni also holds an M.S. in Chemical Engineering from Penn State University with research in statistical molecular simulations. He completed undergraduate work in Chemical Engineering at the Indian Institute of Technology, Madras, India. His prior experience includes consulting assignments at Hoffmann-La Roche and as an analyst for Reliance Industries, India.
Mr.Kulkarni is a CFA charterholder, holds the FRM designation and is a member of the Boston Security Analysts Society.
Outside Consultant
Mr. Hunter currently serves as an Outside Consultant to Strategic Capital Allocation Group.
Previously, Mr. Hunter was responsible for overseeing the due diligence of investment managers for SCA clients.
Mr. Hunter holds a B.S. in Finance from the College of Business and Economics at Lehigh University, and is currently pursuing his MBA at Columbia Business School through the Executive MBA Program.
Director - Operations
Head of Client Services
Ms. Lee Joined Strategic Capital Allocation Group in May of 2003 as a Consulting Associate. In January 2006 Ms. Lee was promoted to Director - Client Management and Senior Consulting Associate. Ms. Lee's role as Head of Client Services is to facilitate and coordinate all operational aspects of client account management. In addition to overseeing reallocations among investments and acting as liaison between SCA Group clients and their respective investment managers, Ms.Lee also maintains her performance evaluation and reporting responsiblities.
Prior to joining SCA, Ms, Lee served as a Product Development Analyst at Malaysian Assurance Alliance Inc. where she was responsible for research and development of the Investment-Linked Products. She has also participated in the Northeastern Co-operative Program working at Putnam Investments and Massachusetts Financial Services Inc.
Ms. Lee holds an MBA from the College of Management at the University of Massachusetts and a Bachelor of Science in Business Administration (cum laude) with concentration in Finance and Marketing from Northeastern University.
She resides in Ashland, MA with her husband, Felix and their dog.
Senior Associate - Investment Strategy
Mr. Laskowski joined Strategic Capital Allocation Group full-time in October of 2007 as Senior Associate. His primary role encompasses assisting in investment strategy, evaluation and development of financial models for SCA Group.
Mr. Laskowski received his M.S. in Engineering Management Systems at Columbia University in 2007 with graduate research in dynamic pricing and revenue optimization at Columbia Business School. He holds a Diplôme d'ingénieur in Applied Mathematics from Ecole Centrale de Paris.
Associate - Investments
Ms. Walsh joined Strategic Capital Allocation Group in February of 2007 as a Performance Analyst. Prior to joining SCA, Ms. Walsh served as an Investment Operations Associate at Mintz Levin Financial Advisors where she was responsible for client reporting, tracking and monitoring client assets, as well as performance analysis. She also served as a Summer Analyst for Lehman Brothers located in London U.K. during the summer of 2005.
Ms. Walsh graduated magna cum laude from the University of Rhode Island where she earned her Bachelors of Science in Business Administration in Finance.
Ms. Walsh currently resides in Brookline, MA.