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About
Udayan Mitra, CFA, serves as Chief Investment Officer at Trajan Wealth LLC in Scottsdale, AZ, where he leads the firm's investment team and oversees a $2 billion investment program. He is responsible for shaping firm-wide asset allocation, investment strategy, and portfolio management, with a key focus on alternative investments, global tactical asset allocation, and the development of innovative risk management solutions.
Throughout his career, Mitra has held senior investment roles including Head of Investments at Trajan Wealth, Head of Investments - Private Equity at Altera Investments, and Managing Director positions at ORIX Corporation USA and Texas Municipal Retirement System. He brings more than 25 years of experience in portfolio management, proprietary trading, and private equity advisory, covering sectors such as public equities, fixed income, private equity, real assets (real estate and infrastructure), and private credit.
Mitra holds an MBA in Finance from Rice University and a B.Sc. in Economics and Finance from the London School of Economics, and is a Chartered Financial Analyst. He is recognized for his thought leadership, developing tailored asset allocation frameworks, and his commitment to investor education, regularly presenting at industry conferences.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trajan Wealth LLC | Chief Investment Officer | Jan 2021 to Present | - Lead the investment program of a $2.0 billion Registered Investment Advisory firm serving the HNW and mass affluent segments of the retail investor population.
- Oversight of Asset Allocation, Trad... |
| Trajan Wealth LLC | Head of Investments | Oct 2020 to Jan 2021 | — |
| Altera Investments | Head of Investments - Private Equity | Dec 2018 to Oct 2019 | • Originate, underwrite and help market private equity funds and co-investment opportunities to HNW clients, family offices and Registered Investment Advisors. Spearhead the firm’s R&D effort.
• Deve... |
| ORIX Corporation USA | Managing Director | Jul 2014 to Apr 2018 | • Lead business development efforts on a new ORIX sponsored middle market private equity platform. Directly report to ORIX USA's CEO on this strategic business initiative.
• Originate and evaluate mi... |
| Texas Municipal Retirement System (TMRS) | Managing Director | Jun 2012 to May 2014 | • Evaluated external managers and provided ongoing investment oversight on a $9 billion Core and Core Plus Fixed Income allocation.
• Designed structure, wrote investment policy guidelines, and select... |
| American Beacon Advisors | Senior Portfolio Manager | Jan 1998 to Apr 2005 | • Actively managed four separate fixed income portfolios with combined assets of $5.5 billion. All portfolios managed to the Merrill 1-3 Index. Consistently outperformed benchmark on an absolute and ... |
| Sabre Holdings | Treasury (Risk Management) Associate | Jun 1996 to Jan 1998 | • Hedged Foreign Exchange (FX) exposures in Europe using the Over The Counter (OTC) currency options market. Total annual net FX exposure averaged $50 million.
• Structured and valued Long-Term Equit... |
| UBS | Investment Banking Analyst | May 1995 to Aug 1995 | Investment banking intern in the Energy sector |
| Charles G. Koch Family & Foundation Office | Managing Director, CIO and Head of Investments | Aug 2009 to Jun 2012 | • Actively managed a $1.8 billion multi-asset class family and foundation portfolio. Portfolio managed on an absolute return basis, optimizing policy guidelines on risk thresholds.
• Led a team of fi... |
| Parkcentral Capital Management L.P. (Perot Investments) | Portfolio Manager and Trader | Apr 2005 to Feb 2009 | • Actively managed the fixed income assets of a $3.2 billion multi-strategy hedge fund’s unlevered, real money portfolio. Portfolio managed on an absolute return basis.
• Generated annual trading vol... |
Education
Rice Business
MBA, Finance
1994 — 1996
The London School of Economics and Political Science (LSE)
B.Sc, Economics and Finance
1988 — 1991
Skills & Expertise
Others at Trajan Wealth LLC (14)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Phoenix, AZ , United States |
D David Busch | Co-Chief Investment Officer | Scottsdale, AZ , United States |
 | Portfolio Manager | Paradise Valley, AZ , United States |
 | Portfolio Manager | Scottsdale, AZ , United States |
 | Client Portfolio Manager | Scottsdale, AZ , United States |
 | Senior Portfolio Manager | New York, NY , United States |
P Patricia Pellett | Client Portfolio Manager | Scottsdale, AZ , United States |
 | Portfolio Manager | Tampa, FL , United States |
 | Portfolio Manager | Scottsdale, AZ , United States |
T Thomas Kelleher | Client Portfolio Manager | Phoenix, AZ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Redwood Investment Management, LLC | Los Angeles, CA , United States |
 | Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States |
