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About
Heath Palos is a Portfolio Manager at ETHIC INC., based in Washington, DC, where he leads the development and management of ethically screened multi-asset investment strategies. Drawing on deep expertise in integrating ESG (Environmental, Social, and Governance) principles, he oversees portfolios spanning equities, credit, and commodities, with a specific focus on responsible investment practices and impact-oriented allocations.
Prior to joining ETHIC INC., Palos served as an Investment Portfolio Consultant at Spinnaker Investment Solutions, where he advised institutional and private clients on multi-asset portfolios and risk management strategies. Earlier, he gained international experience as Captain of SV FIDRA, demonstrating versatility and leadership in both financial services and operational settings.
Palos is a CFA charterholder, holds a Graduate Certificate in Applied Finance from Kaplan, and earned a Bachelor’s degree in Business (Financial Risk Management) from Victoria University. He is recognized for his commitment to sustainable investing, ESG integration, and innovation in ethical portfolio construction, making significant contributions to advancing responsible investment standards in multi-asset strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ethic | Portfolio Manager | Jun 2025 to Present | — |
| Spinnaker Investment Solutions | Investment Portfolio Consultant | Apr 2024 to May 2025 | Consulting Services Include: • Custom Portfolio Design: Designing and managing portfolios across equities, fixed income, commodities, multi-asset allocation and currencies, tailored to client-specifi... |
| SV FIDRA | Skipper | May 2022 to Apr 2024 | • Led a shorthanded crew in sailing 6,000 miles across the South Pacific, handling emergencies at sea. • Experienced incredible sunrises and personal growth in the eye of a storm. • Developed strong p... |
| First Sentier Investors | Senior Portfolio Manager | Jan 2020 to Apr 2022 | • Through the challenging COVID period, I achieved the investment objective of CPI +4.5% as Lead PM of the Real Return Fund, a dynamic global macro multi-asset hedge fund with A$213M AUM. • Successful... |
| AMP Capital | Portfolio Manager | Jul 2016 to Dec 2019 | • I lead the successful turnaround of AMP’s $12B Diversified Superannuation Funds (Australian Pension Funds), achieving superior outcomes measured by peer-relative, benchmark-relative, and absolute r... |
| Macquarie Group | Quantitative Portfolio Manager | Nov 2014 to Jun 2016 | • Managed $7.5 billion in multi-asset model portfolios, designing robust strategic asset allocations and measured success with a custom-built 4-factor performance attribution model. • Key contributor ... |
| Agile Funds Management Pty Ltd | Founder, Owner and Portfolio Manager | Dec 2012 to Nov 2014 | • Founded, owned and managed quantitative hedge fund that generated alpha by trading equity derivatives with a machine-learning program, 24% return after fees with an alpha of 14%, Sharpe ratio 3x of ... |
| Macquarie Wrap | Business Analyst | Jan 2010 to Feb 2013 | Subject matter expert on portfolio performance reporting (unit prices and cash flows) within Macquarie Wrap, a comprehensive investment administration platform. |
| Macquarie Bank | Banking Consultant | Jul 2007 to Dec 2009 | Managed accounts and transactions (>$100M) of large corporate clients. Lead a team of six professionals. |
| ANZ Banking Group | Credit Analyst - At Risk Assets | Aug 2005 to Jun 2007 | I conducted credit analysis on existing small business customers who were experiencing financial distress. Due to my thorough approach I was given credit approval discretion and promoted to the High R... |
Education
CFA Institute
2011 — 2014
Kaplan
Graduate Certificate, Applied Finance
2008 — 2009
Victoria University
Bachelors of Business, Financial Risk Management
2004 — 2007
Skills & Expertise
Others at Ethic Inc. (4)
| Name | Role | Location |
|---|---|---|
B Bahrudin Kajtezovic | Senior Associate | New York, NY , 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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