About
Ehsan Faraz is a Senior Associate at Choreo in California, where he supports the firm’s investment operations and client portfolio management. In this role, he is responsible for helping to deliver comprehensive investment solutions, focusing on portfolio construction, asset allocation strategies, and operational execution for high-net-worth individuals and institutional clients.
Ehsan’s investment expertise spans across public equities, fixed income, and alternative asset classes, developed through hands-on experience in both wealth management and digital investment platforms. Prior to joining Choreo, he served as Co-Director of Investment Operations at Main Street Research, overseeing operational efficiency and trade execution, and as an Investment Operations Associate at Stockpile, where he specialized in retail trading systems and process improvement.
He holds a Bachelor’s degree in Economics from the University of California, Davis, providing a strong analytical foundation for his work in portfolio strategy and investment operations. Ehsan has demonstrated a commitment to enhancing operational workflows and delivering tailored investment solutions in diverse sectors, including technology, consumer goods, and financial services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | Dec 2023 to Present | — |
| Main Street Research | Co-Director of Investment Operations | Sep 2022 to Sep 2023 | — |
| Stockpile | Investment Operations Associate | Feb 2021 to Feb 2022 | — |
| Sonen Capital LLC | Director - Head of Client Services | Nov 2019 to Jun 2020 | — |
| Wells Fargo | Investment Associate | Jan 2018 to Apr 2018 | — |
| Morgan Stanley | Financial Program Intern | Jan 2017 to May 2017 | — |
| Richard Franklin & Company | Investment Banking Analyst Intern | Mar 2016 to Jun 2016 | — |
| Alpha Beta Gamma - International Business Honor Society | Director of Finance | Nov 2015 to May 2016 | — |
| Accretive Wealth Management | Wealth Management Intern | Nov 2015 to Jan 2016 | — |
| Exponential Inc. | Marketing Intern | Sep 2014 to Jan 2016 | — |
| California State Assembly - District Office of Congresswoman Joan Buchanan | Campaign Intern | Jun 2012 to Jul 2012 | — |
Education
University of California, Davis
Bachelor's degree, Economics
Skills & Expertise
Others at Choreo, LLC (16)
| Name | Role | Location |
|---|---|---|
| Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States |
| Associate | Fort Collins, CO , United States | |
| Senior Associate | Mount Airy, MD , United States | |
| Senior Associate | Reno, NV , United States | |
| Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States |
S Sydney Cross | Senior Associate | United States |
| Senior Associate | United States |