3EDGE Asset Management appoints Monica Chandra as President

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Chandra has held senior leadership roles at Fidelity Investments within the company’s retirement services and personal investment operations, including Executive Vice President of Defined Contribution Product Development and Senior Vice President. human resources strategy and planning. Her significant entrepreneurial background includes being the co-founder and president of TurnRight Advice Solutions, an online mentoring platform for professional organizations and educational institutions. She was also part of the co-founding team of What-if-I Financial, an investment provider based on online advice, and Harbor Software, a visual database tools company.

Chandra sits on the Board of Trustees of the Dana-Farber Cancer Institute, Inc. and the Board of Trustees of the National Gallery. She is a founding member of the Council for Women of Boston College and a recipient of the 2007 Distinguished Alumni Achievement Award from the Carroll School of Management at Boston College. In addition, she is active in the Boston chapter of TiE, the largest non-profit organization promoting entrepreneurship. Monica holds a Bachelor of Science in Chemistry from the University of Mumbai and an MBA from Boston College.

Offering inspiring thoughts on the company’s first female president, Stephen Cucchiaro, CEO and Chief Investment Officer of 3EDGE, said: “3EDGE is poised to seize major opportunities in the investment market. 3EDGE has benefited immensely from Monica’s entrepreneurial spirit and her extensive background in financial services. Monica’s role as President allows me to devote even more time and effort to working with our Investment Committee to formulate investment strategies on behalf of our clients. We are very excited about the many ways Monica will shape the future of our business and the industry. “

As Chandra assumes her new role, she said, “Steve is a true pioneer and investment visionary, and I look forward to building on the foundation Steve has laid for us and leading 3EDGE through the landscape. rapidly evolving investment management industry. “

“There is a huge opportunity for 3EDGE, and we couldn’t be happier with Monica as the next President, helping us and our clients achieve continued success,” said Dr Robert Phillips, also one of the four founders and managing partners of 3EDGE.

“I am honored to lead this company into the next phase of growth,” said Chandra. “Finance is an area where too few women hold leadership positions, even though women are increasingly making investment decisions for their families. I am proud to be one of a growing number of women leaders in finance. I hope to encourage more women and underrepresented minorities to choose careers and imagine leadership roles in this field.

“Over the past few years, we have relied on our inclusive culture to deliver progressively larger and more personalized solutions to meet the growing needs of our customers and business partners. I feel very fortunate to serve alongside an amazing team of professionals. We know that customers give us their hard earned money and serving them to the best of our ability should always be our true north.

3EDGE Asset Management LP is a multi-asset investment management company serving institutional investors, the advisor market and private clients. Currently, 3EDGE has over $ 1.5 billion in assets, with $ 1.4 billion in assets under management and over $ 150 million in assets under management, which includes non-discretionary assets under management. by other registered investment advisers using the 3EDGE Model Portfolios.


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