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Erik Herzfeld     |     President & Portfolio Manager

Erik Herzfeld is President and Portfolio Manager at the firm.  Prior to joining the firm, Erik had a decade of experience in Wall Street within the equity and foreign exchange/currency derivatives markets in New York and Asia.  He served in quantitative research, trading and management roles with both Lehman Brothers and J.P. Morgan.  He headed J.P. Morgan's Specialized Risk Trading (SRT) group which managed a $200 billion derivatives book out of Singapore.  Erik is the creator of the Bloomberg-JP Morgan Asia Currency Index "ADXY" (FX basket).  He is fluent in Japanese.  His Master's thesis at MIT, "Static Replication of Interest Rate Contingent Claims," was supervised by thesis advisor Professor Andrew Lo.  Erik began his career in the investment industry in 1998, and holds FINRA Series 66.​​

  • Johns Hopkins, B.A. in Economics, concentration in Applied Mathematics

  • MIT Sloan School of Management, S.M., Financial Engineering  

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