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Atul Lele, CFA
October 29, 2024
Atul joined Bridgewater in 2018 and is Head of the Portfolio Strategist group. Atul works closely with our co-CIOs and partners with Bridgewater’s clients on their most important investment priorities, including developing investment strategies to meet their goals and providing insight into the research group’s thinking on global markets and economic conditions. He is also a Partner at the firm.
Nina Lozinski
October 29, 2024
Nina joined Bridgewater in 2017, is a Partner at the firm, and serves as Co-Head of AI & ML Investment Strategy. She played a foundational role in building AIA Labs, which draws on Bridgewater’s decades of experience combining a fundamental approach to trading markets with the discipline of systemization to develop AI-first investment strategies. She jointly leads investment research decisions within AIA Labs. Prior to launching AIA Labs, Nina led co-CIO Greg Jensen’s dedicated research team for two years, during which time her research focused on breaking new ground in Bridgewater’s ability to marry top-down macro understanding with bottom-up equities insight. She also led the firm’s junior investment talent pipeline and was responsible for hiring and training over 50 first- and second-year investment analysts each year.
Blake Cecil
October 29, 2024
Blake joined Bridgewater in 2017 and as Deputy Chief Investment Officer, he partners closely with our co-CIOs to oversee and evolve Bridgewater’s investment strategies, and leads the Alpha Engine’s Cross-Asset Research team. This includes partnering with each Asset Class Lead in setting the research agenda and developing new systemized trading strategies. Blake is also the investor responsible for overseeing the Alpha Engine’s talent and technology strategies, and is a member of Bridgewater’s Investment Committee and a Partner at the firm.
Rick Sharma
August 6, 2021
Rick Sharma joined Bridgewater in 2012 and as Chief Legal Advisor, he is responsible for our investment management legal group within the Legal and Regulatory Department. In his role, he partners with internal clients on enabling key commercial and strategic initiatives. Rick also serves as the Deputy Operating Chair of Bridgewater’s Partnership.
Jessica Oleson, CFA
October 29, 2024
Jessica joined Bridgewater in 2009 and is currently the Head of Core Client Service, overseeing direct client relationships, Institutional Distribution, and Consultant Relations. She is also a Partner at the firm. Over the past 16+ years, Jessica has managed relationships with many of Bridgewater’s US and international clients, including public and corporate pension funds, insurance companies, university endowments, charitable foundations, and foreign governments.
Larry Cofsky
October 14, 2022
Larry serves as a Senior Investment Associate and is a Partner of the firm. He is a regular author of Bridgewater’s Daily Observations, and served as the Daily Observations editor for several years prior. Before joining Bridgewater in 2009, Larry spent most of his career at UBS in various trading and management roles, which included Managing Director of the UBS Distressed Asset Workout Group and Head of Sales and Trading for fixed income financing. He represented UBS at the New York Federal Reserve’s primary dealer finance meetings as well as at SIFMA and the European Repo council. He was also a board member of UBS LLC. Larry received his BS in Finance and BA in International Relations from The Wharton School of the University of Pennsylvania.
David Trinh
October 29, 2024
David joined Bridgewater in 2012 and as Managing Deputy Chief Investment Officer he partners closely with our co-CIOs, evolving Bridgewater’s investment strategies. As Head of Currency Research, David is responsible for overseeing Bridgewater’s currency portfolio and incubating new strategies for inclusion in our alpha process across rate, equity, currency, and commodity markets. He is a member of Bridgewater’s Investment Committee as well as a Partner at the firm. Prior to his current role, David oversaw a portfolio where he traded a cross-asset portfolio primarily focusing on FX and rate markets.David graduated magna cum laude from Yale University where he majored in Economics and Political Science. External to Bridgewater he is also a mentor in the Girls Who Invest summer internship program.
Kate Dunbar
October 29, 2024
Kate joined Bridgewater in 2017 and is currently the Head of Macro & Policy Research and a Partner at the firm. In her role, she is responsible for overseeing and evolving Bridgewater’s estimates of growth, inflation, and their impact on global policy. Kate works closely with our co-CIOs and regularly shares her insights in the Bridgewater Daily Observations.In 2023, Kate was named to the Forbes 30 Under 30 – Finance list, and was a 2024 Millenium Fellow at the Atlantic Council. Prior to joining Bridgewater, she studied English Literature at Magdalene College, University of Cambridge.
Joel Whidden
May 17, 2021
Joel joined Bridgewater in 2002. He oversees and is responsible for global new business development in Bridgewater’s Advisory business. He is also a Partner at the firm and serves as a member of the Commercial and Business Strategy Committee.
Richard H. Anderson
July 5, 2022
Richard H. Anderson is Lead External Director on Bridgewater’s Board of Directors. He served on the Board from October 2018 to May 2021, before returning in July 2022.
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