Omid Eftekhari, CFA®
Institutional Strategist
Mr. Eftekhari brings a wealth of experience in institutional investing to the Towneley team. While leveraging his valuable professional background to build and strengthen relationships with Towneley’s institutional clients, Mr. Eftekhari also contributes additional depth and knowledge to the firm’s investment analysis.
Background
Before coming to Towneley in 2022, he spent the previous 10 years as a Separately Managed Account (SMA) Portfolio Manager with BlackRock, Inc. His responsibilities included constructing multi-asset portfolios for institutional clients and high net worth individuals. He also spent four years as an Equity Research Associate/Analyst at Roth Capital Partners and four years as a Senior Analyst in the Investment Consulting Division of Wilshire Associates. Mr. Eftekhari is a graduate of the University of California, San Diego, and is a CFA Charter holder.