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Ehsan Faraz

Senior Associate at Choreo, LLC

CA , United States

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

OrganizationRoleDate RangeDetails
ChoreoSenior AssociateDec 2023 to Present
Main Street ResearchCo-Director of Investment OperationsSep 2022 to Sep 2023
StockpileInvestment Operations AssociateFeb 2021 to Feb 2022
Sonen Capital LLCDirector - Head of Client ServicesNov 2019 to Jun 2020
Wells FargoInvestment AssociateJan 2018 to Apr 2018
Morgan StanleyFinancial Program InternJan 2017 to May 2017
Richard Franklin & CompanyInvestment Banking Analyst InternMar 2016 to Jun 2016
Alpha Beta Gamma - International Business Honor SocietyDirector of FinanceNov 2015 to May 2016
Accretive Wealth ManagementWealth Management InternNov 2015 to Jan 2016
Exponential Inc.Marketing InternSep 2014 to Jan 2016
California State Assembly - District Office of Congresswoman Joan BuchananCampaign InternJun 2012 to Jul 2012

Education

University of California, Davis

Bachelor's degree, Economics

Skills & Expertise

Leadership
Microsoft Office
Data Analysis
Social Media
Business Development
Communication
Marketing
Public Speaking
Social Networking
Market Research
Customer Service
Financial Analysis
Sales
Email Marketing
Investments
Finance
Equity Research
Due Diligence
Economics
Asset Allocation
Statistical Data Analysis
Statistics
Financial Markets
Interpersonal Communication
Teamwork
Financial Statement Analysis
Python
SQL
Stata
Visual Basic for Applications
Presentation Skills
Research
Trading Strategies
High Level of Accuracy
Business Process Efficiency
Process Efficiency
Trading
Procedural
Business Process Improvement
Risk Management
Collaborative Problem Solving
Equities

Others at Choreo, LLC (16)

NameRoleLocation
Andrea Ringlein
Andrea Ringlein
AssociatePetaluma, CA , United States
B
Brandon Baker
AssociateVA , United States
Kasia Kondracka
Kasia Kondracka
AssociateFort Collins, CO , United States
Lianna Meiburger
Lianna Meiburger
Senior AssociateMount Airy, MD , United States
Naam Bailey
Naam Bailey
Senior AssociateReno, NV , United States
Nikki Wright
Nikki Wright
Senior AssociateNorman, OK , United States
R
Roberta Counley
Senior AssociateRockford, IL , United States
R
Roxanne McNamer
Senior AssociateSaint Paul, MN , United States
S
Sydney Cross
Senior AssociateUnited States
Ashley Fowler
Ashley Fowler
Senior AssociateUnited States
Showing 1-10 of 16 team members