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Arun Bharath, CFA, CAIA

Arun Bharath, CFA, CAIA

Chief Investment Strategist

Arun is the chief investment strategist in addition to leading the process for non-marketable alternative managers, and a voting member of the Investment Committee. In addition to leading the process for the selection of traditional (long only) and alternative managers, he will contribute to the determination of the firm’s recommended asset allocation as well as style allocation within asset classes. He has direct responsibility for manager selection in private equity and real assets.

Prior to joining Bel Air, Arun was the Director of Research at Beacon Pointe Advisors where he led the research efforts in asset allocation and manager selection & performance monitoring across all asset classes. He has previously worked in several manufacturing organizations such as Ford Motor Company, Toyota Motor Manufacturing NA, and Honeywell in various engineering capacities.

Arun holds the Chartered Financial Analyst as well as the Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and the CFA Society of Los Angeles. Arun has received a Masters in Business Administration from University of Southern California, Masters in Industrial Engineering from Oklahoma State University and a Bachelor of Engineering (Mechanical) from Bangalore University.