Profile
Mr. Warun Kumar is a Senior Managing Director at Virtus Investment Advisers, Inc., responsible for quantitative investment strategies and a Chief Investment Officer at Rampart Investment Management Co. LLC, specializing in option strategies.
Prior to joining Virtus in 2014, Mr. Kumar was a managing partner at Varick Asset Management, an alternative investment firm, where he developed derivative-based active and passive investment strategies.
Prior to forming Varick in 2010, he was the head of the Americas division of Barclays Capital Fund Solutions, which managed derivative-based strategies for institutional clients and third-party funds.
Mr. Kumar’s role at Barclays evolved from his previous role at Lehman Brothers (which was acquired by Barclays), where he led the structured investments team that designed and built derivative-based products for individual and institutional investors.
Mr. Kumar began managing derivative investment portfolios in 2001 at Volaris Advisors, a derivative advisory firm, where, as a partner and head of the investment team, he developed and managed option trading strategies.
From 2002 to 2007, he was a managing partner at Sigma Advisors, an investment consulting firm he founded, which was focused on portfolio construction and asset allocation strategies for institutional clients.
Mr. Kumar began his career in the capital markets, working for J.P.
Morgan’s equity derivatives business (1993-1999) where he focused on concentrated stock hedging and monetization transactions, before moving to Robertson Stephens (1999-2001) where he was head of equity derivatives marketing.
He began his career in the investment industry in 1993.
Mr. Kumar earned a B.S.
in mechanical engineering from Columbia University.
Former positions of Warun Kumar
| Companies | Position | End |
|---|---|---|
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Portfolio Manager-Equities | 30/09/2020 |
Rampart Investment Management Co. LLC
 Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds. | Chief Investment Officer | 30/09/2020 |
Cliffwater Investments LLC
 Cliffwater Investments LLC Investment ManagersFinance Cliffwater Investments LLC provides investment advice. The company is based in Hartford, CT and was founded in 2013. | Portfolio Manager-Equities | 27/07/2016 |
Varick Asset Management LLC
 Varick Asset Management LLC Investment ManagersFinance Part of Varick Holdings LLC, Varick Asset Management LLC is a company that provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | 30/12/2013 |
| Robertson Stephens & Co. | Corporate Officer/Principal | 31/12/2000 |
Training of Warun Kumar
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Rampart Investment Management Co. LLC
Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds. | Finance |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
| Robertson Stephens & Co. | Finance |
Volaris Advisors
 Volaris Advisors Investment Banks/BrokersFinance Part of UBS Group AG, Volaris Advisors is a company that provides investment banking services. The company is based in New York, NY. The company was founded by Paul Travlos, Stephen M. van Besien. Volaris Advisors was acquired by Credit Suisse Securities (USA) LLC (Broker) on May 22, 2003. | Finance |
Barclays Capital, Inc. (Investment Management)
 Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | Finance |
Cliffwater Investments LLC
Cliffwater Investments LLC Investment ManagersFinance Cliffwater Investments LLC provides investment advice. The company is based in Hartford, CT and was founded in 2013. | Finance |
Varick Asset Management LLC
Varick Asset Management LLC Investment ManagersFinance Part of Varick Holdings LLC, Varick Asset Management LLC is a company that provides investment advice. The company is based in New York, NY. | Finance |
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