About Cordatius |
What's Unique
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Cordatius helps long-term investors deal with their investment office digital transformation projects across both quantitative and qualitative fields.
We analyze your problems and resolve them with forward looking systems and processes. Our goal is to equip your investment office for the years to come, not for the years-past. 100% of our clients have tried it on their own first, and failed. “Intelligence is the ability to learn from your mistakes. Wisdom is the ability to learn from the mistakes of others.” – Anonymous. |
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Ken Akoundi - PhD
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Influenced by the lack of expertise available to Long-term Investors, Ken founded Cordatius, an agency-based management consulting company focusing on the investment offices of the long-term investors, across policies, technology, processes, and operations. Since 2016, Cordatius has placed itself on the forefront of investment office digital transformation.
Ken was the President of ASPN Solutions (a spin-off of Protégé Partners), Head of Capital Markets business for EletrifAI (a spin-off of McKinsey), Head ofPension Strategies and Solutions group at Deutsche Bank, and Head of Risk Management at Optima Fund Management. In 1998, he co-founded RiskMetrics Group (acquired by MSCI) where he held the position of Chief Knowledge Officer. Ken began his career at J.P. Morgan after completing a Doctorate in Civil Engineering at NYU’s Tandon School of Engineering. |
Kartik Uchil, MBA
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Kartik is the Principal and Project Manager at Cordatius LLC in Seattle, where he has been since June 2019. He specializes in analyzing legacy technology for institutional clients, developing customized RFPs, and managing vendor evaluation and technology adoption. Previously, he held roles such as Investment Analyst Intern at Eastmore Group, Data Analyst Intern at Context Summits, and Manager at C.R. Kothari & Sons Stock Broking Pvt. Ltd. Kartik holds an MBA in Investment Management and Information Systems from Pace University, and additional qualifications in finance from Welingkar Institute and International College Of Financial Planning.
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Consortia Maximus
Frederick (Rick) Funston
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Rick is the Chief Executive Officer of Funston Advisory Services LLC (FAS). Since 2010, Funston Advisory Services has performed numerous reviews of public retirement systems' governance, strategy, risk, operations, compliance and control. FAS also provides related fiduciary consulting services and board and executive education. Since founding Funston Advisory Services in 2010, Rick has led a series of assignments....
More on Funston Group website |
Brett Friedman
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Mr. Friedman is a managing partner of Winhall Analytics. He has managed risk for over 30 years and has broad experience working with financial institutions in risk management and operations. He has built and managed three risk management organizations from scratch, two trading startups, and has selected and installed several risk management systems. He brings a vast amount of first-hand management, operations, and valuation experience.
More on Winhall Risk |
Karyn Williams
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Karyn Williams is Regional Investment Manager, North America, for Zurich Global Investment Management, Zurich. Before Zurich, Karyn founded Hightree Advisors, LLC an independent financial technology firm that provides investment intelligence and easy to understand risk information to CIOs and asset and wealth managers securely and scalably.
Karyn has 20-year history of success in designing and implementing effective investment programs for a wide variety of organizations in senior roles at leading investment consulting, insurance, and asset management firms. Over her career, she gained a deep understanding of the benefits that can be achieved through understanding and managing risk, and sustaining real dollar value improvements in investment performance. More on linkedin |
Paul Costello
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Paul Costello is an accomplished professional with a diverse background in developing and executing business strategies. He founded Flagship Partners in 2018, an independent research and consulting firm focusing on impact investing and nonprofit initiatives. Previously, as the COO of the University of Richmond's investment office, Spider Management, he played a pivotal role in asset growth and organizational development. Paul also founded Onyx Associates, providing management consulting and interim leadership to wealth management businesses. His extensive experience includes leadership roles at Wachovia Securities, where he oversaw merger-integration activities, contributing to its growth as one of the largest retail brokerage firms (now Wells Fargo Advisors). He also served as President of Mentor Investment Group's family of mutual funds and held various directorship positions. Paul has been a board member for organizations like the Depository Trust & Clearing Corporation, The Steward School, and the World Affairs Council of Greater Richmond. He holds a B.S. in Finance from the University of the State of New York, Regents College, and a Masters in Liberal Arts from the University of Richmond, in addition to completing The Executive Program at the University of Virginia, Darden School of Business Administration.
More on linkedin |