About
Ajit Kumar is a Portfolio Manager at LMCG Investments LLC, based in New York, NY. He joined LMCG in 2015 and is responsible for managing investment portfolios, with a focus on equities and structured credit strategies. Kumar plays a key role in developing and implementing investment solutions for institutional and private clients, leveraging his expertise in portfolio management and derivatives.
Kumar specializes in equities, investment-grade credit correlation products, and structured credit. His investment focus includes consumer services, financial services, and technology sectors. He brings deep experience in managing complex credit and equity portfolios, with a track record of delivering tailored investment strategies for diverse client needs.
Prior to joining LMCG, Kumar was Managing Director at Serenitas Capital, which was acquired by LMCG, and held roles as a proprietary trader at Merrill Lynch and investment strategist at Morgan Stanley. He holds an MBA in Finance from McGill University, an MS in Financial Mathematics from Stanford University, and a B.Eng. Honors in Computer Science from C.R. State College of Engineering, India. Kumar is a CFA Charterholder and a member of the New York Society of Security Analysts, recognized for his contributions to the investment industry through innovative portfolio management and strategic advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMCG Investments | Portfolio Manager | Jan 2015 to Present | — |
| Serenitas Capital | Managing Director | Jan 2012 to Jan 2015 | — |
| Merrill Lynch | Structured Credit Trader | Jan 2005 to Jan 2011 | — |
| Morgan Stanley | Structured Credit Strategist | Jan 2004 to Jan 2005 | — |
| Morgan Stanley | Equity Research Associate | Jan 1999 to Jan 2003 | — |
Education
Stanford University
Master of Science (MS), Financial Mathematics
McGill University
MBA
C.R. State College of Engineering, India
Bachelor of Engineering (B.Eng.) Honors, Computer Science
Skills & Expertise
Others at LMCG Investments, LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager, Partner | United States | |
| Portfolio Manager - Head of Small Cap Growth | Boston, MA , United States | |
| Managing Partner | Boston, MA , United States | |
| Managing Partner and Portfolio Manager | Boston, MA , United States | |
| Partner, Portfolio Manager | Boston, MA , United States | |
| Trading Analyst | New York, NY , United States | |
| Partner | Boston, MA , United States | |
| Portfolio Manager and Advisor | Boston, MA , United States |