Search Results

Atul joined Bridgewater in 2011 and currently serves as Head of Macro Equities. He is a member of Bridgewater’s Investment Committee, responsible for undertaking the firm’s most significant investment decisions, and is a Partner at the firm. Atul’s focus is overseeing Bridgewater’s key country level outright and diff equity trading systems as well as exploring new areas of diversifying alpha, such as the development of new “bottom-to-top” equity strategies. Before his work in equities, Atul spent several years leading Bridgewater’s commodity team with a special focus on oil. His views on markets and the economy frequently feature in the firm’s daily research pieces, Bridgewater Daily Observations.

Chip Packard joined Bridgewater in 2016 and serves as Global Head of Strategic Partnerships for Bridgewater’s Client Service department. In his role, he is responsible for developing and managing the client and commercial strategy across Asia Pacific and the Middle East, as well as building the strategic advisory relationships and delivering tailored portfolio strategies to clients across those regions. Chip is also a Partner of the firm.

Larry serves as Co-Head of Fixed Income Research 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.

Tracey joined Bridgewater in 2012 and is Chief Legal Officer and Corporate Secretary, as well a Partner at the firm. She oversees our Legal and Regulatory Department and is responsible for legal and corporate governance, managing legal risk across Bridgewater and its funds. Prior to joining Bridgewater, Tracey practiced with the international law firms, Milbank LLP, and Dewey & LeBoeuf LLP, representing banks, issuers, private equity funds and mezzanine funds in a wide range of banking and securities transactions. Tracey also represented public and private companies on corporate law and corporate governance matters.

As Head of Enterprise Risk Management, Helene is responsible for developing and synthesizing for the CEO and Chairs of the Operating Board of Directors a holistic, cross enterprise view of the most significant risks to Bridgewater. Helene is also a Partner at the firm and a Partner Director on Bridgewater’s Operating Board.

Phil joined Bridgewater in 2008 and is Head of Micro Equities within the Equities team and a Partner Director on Bridgewater’s Operating Board. He is also a Partner at the firm and was formerly a Senior Portfolio Strategist. Phil has been responsible for leading research across credit, rates, and equities. He developed and continues to oversee Bridgewater’s bottom-to-top equity strategies and is a key partner in Bridgewater’s broader equity research, including the launch of the firm’s sustainable equity strategies. Phil also serves as an advisor to Bridgewater’s clients to develop tailored investment solutions, in addition to representing the firm and its market views at industry conferences and other external engagements. He is a regular contributor to Bridgewater Daily Observations, the firm’s signature daily research publication.

Andrew joined Bridgewater in 2004 and serves as Head of Americas for our Client Service department, advising Bridgewater’s largest strategic relationships across North America. He is responsible for developing and managing our client and commercial strategy along with building tailored strategic advisory relationships and portfolio strategies to clients in the region. During his twenty years at Bridgewater, he has partnered directly with a range of the firm’s largest and most sophisticated global investors as well as being responsible for developing and advising Bridgewater’s relationships with key investment consulting firms, both domestically and internationally. Andrew is also a Partner at the firm. He received his B.A. from Bucknell University, graduating summa cum laude.

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. This includes partnering with each Asset Class Lead in setting the research agenda and developing new systemized trading strategies. Blake is also a member of Bridgewater’s Investment Committee and a Partner at the firm.

Greg Jensen is Co-CIO and head of the investment engine at Bridgewater. He is responsible for Bridgewater’s investment strategies and research efforts alongside fellow Co-CIOs Ray Dalio and Bob Prince. Greg joined Bridgewater in 1996 after graduating from Dartmouth College with a degree in economics and applied mathematics. In 2010, 2011 and 2012, Greg was named one of business’s rising stars in Fortune Magazine’s “Top 40 Under 40.” From 2010 to 2016, he also served as Bridgewater’s Co-CEO.

Joanna Alpert is Head of Total Portfolio Strategies at Bridgewater Associates, focused on delivering innovative investment strategies that address our clients’ biggest challenges. She partners with co-CIO Karen Karniol-Tambour to own and drive the business strategy and is responsible for designing, building, and overseeing the business. Joanna is also responsible for overseeing and commercializing our Asia Investment Strategies, and is the General Manager for Bridgewater China Investment Management Co. (BCIM), overseeing the firm’s strategic direction. Joanna is also a Partner at Bridgewater Associates.