Our Team
Arun Kaul, CFA
President and Chief Investment Officer
Arun Kaul, CFA, President, and Chief Investment Officer. Mr. Kaul is responsible for managing the firm and leading the portfolio management team. Mr. Kaul brings almost 30 years of industry experience.
Prior to founding Boutique CIO, Mr. Kaul was Chief Investment Strategist for a $4Bil bank-owned Chicago based advisory firm providing OCIO solutions for community banks and private clients, President and Chief Investment Officer for a $2Bil Boca Raton based advisory and consultancy firm providing customized investment solutions to high net worth individuals and Co-Chief Investment Officer for a half a billion-dollar investment management firm and hedge fund responsible for all aspects of portfolio management, research, and technology development.
Mr. Kaul has extensive experience researching and managing equity, fixed income, long-short equity, high-frequency trading, hedging, and options strategy. He also has deep experience as a manager of managers and has directly interviewed, performed due diligence, and vetted hundreds of managers covering equity, fixed income, real estate, private equity, and hedge fund strategies.
He has worked extensively with private clients, ultra-high net worth individuals, family offices, financial advisors, planners, and institutions delivering broad investment management expertise. A key focus has been on providing customized and bespoke solutions to all client segments. Mr. Kaul is a frequent speaker at industry conferences, universities, and corporate events has written for various trade magazines, taught finance within the California State University system, and mentored numerous graduates and interns through the firm’s Internship Program.
Mark Del Pezzo, MBA, CFA
Senior Portfolio Management Consultant
Mark Del Pezzo, MBA, CFA, Senior Portfolio Management Consultant, provides manager research and fixed income consulting. He is a 30-year industry veteran and currently an instructor at Florida International University. Mr. Del Pezzo, a former regional CIO at Deutsche Bank overseeing $1 billion and Senior Portfolio Manager at Sun Trust and other depositories brings a broad industry background with a strong background in fundamental analysis, third-party manager research, and due diligence, fixed income portfolio management and asset allocation.
Greg Pease, CFP
Investment Strategist
Greg Pease, CFP, Investment Strategist, Mr. Pease provides technical and quantitative research. He is the Founder and Managing Partner of WealthPoint Investment Advisors, LLC., where he provided comprehensive wealth management planning and investment management services to high net worth families, business owners, and senior executives. With over 25 years’ experience in the financial sector, Greg deploys a uniquely seasoned investment strategy combining both technical and quantitative research with a keen focus on risk management.
Cameron Swain
Investment Analyst
Cameron Swain, Analyst. Mr. Swain is responsible for fundamental and security analysis. He also supports the portfolio management decision-making process across equity, fixed income and long-short equity strategies. Mr. Swain also provides economic analysis and market commentary. Mr. Swain holds a Bachelor of Science in
Finance from Florida State University.
Jose Lopez, MBA, MS, PhD
Advisory Board Member
Dr. Jose Lopez is responsible for providing executive advice on strategic planning, and industry expertise within the financial services and investment management industry. Dr. Lopez has been teaching since 2003 at several universities and is published in the field of negotiations, investments, and customer behavior. He has presented at conferences and universities around the world, including Guatemala; Paris; Hong Kong; Beijing; Shanghai; Xian, China, and Granada, Spain. His travels in business and academia have helped him compile substantial knowledge in the field of finance, portfolio management, consumer behavior, multicultural communication, psychology, and negotiations. Dr. Lopez has been running a wholly-owned, successful real estate investment firm with over $120 million in assets since 1997. He is also involved in small Family Offices in Latin America for over 10 years with total holdings of over $600 million, where he assisted in the investment decisions of the organizations.
Dr. Lopez has been an adjunct professor at Florida International University in the executive MBA program. He has served and is actively serving on the boards of directors of multiple large multinationals of over a billion dollars in sales yearly, consisting of over 143 institutions. Dr. Lopez is presently on the board of directors of Goddard Enterprises, a conglomerate in the Caribbean and Latin America with over 10,000 employees, also on the board of directors of GCG Catering Group, owned by Goddard Enterprises and Lufthansa, and serves as a board observer in Mirexus Biotechnologies in Canada. Dr. Lopez has conducted consulting for fortune 500 firms and large organizations in Florida and internationally.
Dr. Lopez holds a Ph.D. in global leadership, with a specialization in corporate and organizational management from Lynn University, also a DBA in marketing from Atlantic International University, A post-doctoral certification in finance from the University of Liverpool, a certification in finance from Cornell University, A certification in product development from Northwestern Kellogg and a certification in financial accounting from Harvard University.
Michael A. Fleming
Advisory Board Member
Michael Flemming is responsible for providing executive advice on strategic planning, and industry expertise within the financial services and investment management industry. Mr. Flemming is the current CEO of Sugar Maple Medical. He brings over 30 years of executive leadership experience over his career and has held senior executive roles at Merrill Lynch / Bank of America, as well as Managing Partner in private equity ventures, commercial real estate, the healthcare industry, and bioplastics.
Mr. Fleming is a graduate of the University of Michigan and the Wharton School of the Business University of Pennsylvania.
Pia Gupta, Ph.D.
Advisory Board Member
Dr. Pia Gupta holds a Ph.D. in Finance and is currently the Chair of the Department of Finance at California State University Long Beach. Her areas of research and teaching expertise include corporate finance, corporate governance, and investments. Her research is published in leading finance journals such as Journal of Corporate Finance, Journal of Business Finance and Accounting, Managerial Finance, and the Review of Financial Economics. She teaches Corporate Finance both at the graduate and undergraduate levels.
Pia serves on boards of multiple non-profit organizations. She is currently the President elect for Western Decision Sciences Institute, an organization that allows academicians and business professionals from all over the world to share information and research in education, business and organizational decisions. She is also a board member for Crossroads, Inc. which helps women felons transition from incarceration to independence by providing housing, education, and employment opportunities. Additionally, she serves on advisory boards at her institution including the MBA programs, the CSULB India Center, and the Apostle Incubator and innovation Challenge.
Boutique CIO Internship Program
Boutique CIO established an internship program in 2018, bringing in some of the brightest young minds. Students from the following schools have participated in the program: The University of Westminster, London. Lynn University, Boca Raton. Florida International University, Miami. California State University Long Beach. New York University, New York.
