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About
Bahrudin Kajtezovic is a Senior Associate at Ethic, based in New York, NY, where he is responsible for supporting portfolio management activities and contributing to client solutions in sustainable and values-based investment strategies. In this role, he focuses on integrating environmental, social, and governance (ESG) criteria into investment processes, serving institutional and high-net-worth clients seeking to align their portfolios with specific sustainability or impact goals.
Previously, Bahrudin worked as a Performance Analyst at City National Rochdale, where he provided investment performance analytics across various asset classes, including equities, fixed income, and multi-asset strategies. He also served as a Consultant in Portfolio Systems at Grandfield & Dodd, LLC, advising on portfolio management technology and operational improvements for registered investment advisors and family offices.
Bahrudin holds an MBA in Technology Management with a concentration in Finance and a Bachelor's degree in Business Administration, Management and Operations, both from SUNY Polytechnic Institute. He also earned an Associate’s degree in Business Administration and Management from Mohawk Valley Community College, building a strong foundation in investment analysis, technology integration, and operational efficiency in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ethic | Senior Associate | Apr 2025 to Present | — |
| City National Rochdale | Performance Analyst | Jun 2024 to Apr 2025 | — |
| Grandfield & Dodd, LLC | Consultant - Portfolio Systems | Aug 2023 to Jun 2024 | — |
| Grandfield & Dodd, LLC | Director - Portfolio Systems | Mar 2015 to Aug 2023 | — |
| Steinberg Asset Management | Associate | Nov 2007 to Mar 2015 | — |
| Strategic Financial Services, Inc. | Operations Specialist | Jul 2003 to Nov 2007 | — |
| HSBC | CSR | Aug 2001 to Jul 2003 | — |
| LCMGI / XEROX CORP | Quality Controller | Apr 1997 to Aug 2001 | — |
Education
SUNY Polytechnic Institute
MBA, Technology Management with concentration in Finance
2004 — 2006
SUNY Polytechnic Institute
Bachelor's degree, Business Administration, Management and Operations
2001 — 2003
Mohawk Valley Community College
Associate's degree, Business Administration and Management, General
1999 — 2001
Skills & Expertise
Others at Ethic Inc. (4)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Washington, DC , United States | |
| Portfolio Manager | New York, NY , United States | |
R Robert Barrett | Portfolio Manager | NY , United States |
R Rob Wilson | Portfolio Manager | New York, NY , United States |
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