Providing our clients with the best in Investment Management and Planning Services since 1995

ABOUT US

Robert Kalman, MBA

Founder & Principal, CIO, Portfolio Manager

Robert along with his partners founded Kalman Kushnir Capital Inc. in 1994 as a principal and Portfolio Manager. Robert had been previously employed as an Advisor at Blunt Ellis and Loewi and a partner at Foresight Investments, LLC., a firm he also co founded. He has spoken at national conferences on wealth management and market analysis. Robert graduated from the University of Wisconsin – Madison in 1987 with a Bachelor of Arts degree in Political Science. He later received his MBA degree from the University of Chicago’s Graduate School of Business with concentrations in Finance and Economics. Robert is active in various philanthropic endeavors including non-profit directorship.

Michael Jakoby

Portfolio Manager

Michael has spent the last 20 years as a money manager and advisor, most recently at Morgan Stanley. He has broad experience in most asset classes, including equities, fixed income, and private equity. He was previously CEO at 2 mutual fund companies in Israel, Edmond de Rothschild and Koor Mutual Funds. Michael graduated from the University of Bar Ilan in 1991with a bachelor of arts in economics and social sciences. He served as a combat helicopter pilot at the Israeli Air Force, after graduating flight school with top honors.

 

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