Kai is Chief Investment Officer at Tarbox Family Office, where he helps lead investment strategy, asset allocation, and research for the firm. Prior to his role at Tarbox, Kai was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios, and monitored investment results. Kai holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Science degree in Business Administration from the University of California Berkeley.