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Jeff Lobo

Retired; keeping busy with volunteer work

Jeff Lobo is a seasoned professional with a strong background in investment management, risk management, asset-liability management, derivatives, and portfolio strategy.

He has a solid educational foundation, having studied MBA in Finance & Marketing at York University and SB in Management Science at Massachusetts Institute of Technology.

With a wealth of experience in various prestigious organizations, Jeff has held key positions including Head of Market Risk Management at XL Catlin, Director of Investment Strategy and Services / Chief Investment Officer at Old Mutual US, and Chief Investment Officer at Aviva Life Insurance Company.

His expertise also extends to roles such as Senior Vice President in Alternative Investments at St. Paul Travelers Companies, Vice President in Quantitative Strategies at Security Benefit Life Insurance, Vice President in Risk Management at Keyport Life Insurance Company, and Vice President in Equity Risk Management at Credit Suisse Financial Products.

Additionally, Jeff Lobo has served as Associate Director in Equity Derivatives Trading at Swiss Bank Corporation and as a Trader in US Convertible Bonds at O'Connor & Associates.

Throughout his career, Jeff has honed his skills in investment and risk management within an insurance business context, showcasing a deep understanding of the financial industry and a strategic approach to portfolio management.

His diverse roles have equipped him with a wealth of knowledge and a leadership mindset that positions him as a valuable asset in the financial sector.

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Location

Boston, Massachusetts