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Feroz Ansari

Senior Principal & Portfolio Manager

Compak Asset Management

United States, California, Newport Beach

About Me

Feroz has over 25 years of experience in wealth management, financial planning, asset allocation and graduate level teaching. He has held senior positions including Treasurer, Head of Corporate Banking & Treasury and Deputy Country Manager at Emirates Bank & Banque Indosuez. In his current position at Compak Asset Management, a Registered Investment Advisor, he is a member of the Investment Committee and leads the Financial Planning team. As a Senior Principal, he is also responsible for Strategic Planning, Marketing and Compliance. Feroz is an Adjunct Faculty Member at University of California-Irvine and is responsible for teaching the Wealth Management course to MBA students. Hi

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Profile Information

Senior Principal & Portfolio Manager

Compak Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

Jul 16, 2024

Work Experience

University of California, Irvine - The Paul Merage School of Business

Adjunct Faculty

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