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Profile
Mr. Julian Koski is a Co-Founder & Chief Investment Officer at New Age Alpha Advisors LLC.
He is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer.
Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups.
Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms.
Mr.Koski and Armen co-developed New Age Alpha's ERFTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions.
Prior to establishing New Age Alpha, Koski and Armen co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009.
At Transparent Value, Armen and Koski invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm.
He was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
He received his undergraduate degree from the University of South Africa.
Julian Koski active positions
Companies | Position | Start |
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New Age Alpha LLC
![]() New Age Alpha LLC Investment ManagersFinance New Age Alpha is an asset-management company that provides equity and fixed income advisory and subadvisory services to the investment community. New Age Alpha is based in Rye, NY and has subsidiaries in the United States. The private company also operates hedge funds, license indexes to insurance companies, and have recently launched a direct and custom indexing platform. The company aims to improve existing investment universes by offering ETFs, SMAs, and tools that avoid underperforming investments. The company was founded in 2018 by co-founders Julian Koski and Armen Arus, with Armen Arus serving as the CEO since its inception. | Founder | 1997-12-31 |
Former positions of Julian Koski
Companies | Position | End |
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Transparent Value Advisors LLC
![]() Transparent Value Advisors LLC Investment ManagersFinance Founded in 2006, Transparent Value Advisors LLC is a registered investment advisor located in New York City. The firm is an indirect subsidiary of Guggenheim Partners LLC, which is owned by Guggenheim Capital LLC. Transparent Value Advisors sub-advises various SEC-registered investment funds. They provide portfolio management services to institutions such as insurance companies, sovereign wealth funds, pension funds, special purpose vehicles, individuals, family entities and companies. | Chief Executive Officer | 2015-07-30 |
CFO Advisory Group, Inc.
![]() CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services CFO Advisory Group, Inc. provides executive services to growing companies. It provides CFO and senior level executive services to small, medium, and large companies who need assistance in finding solutions. The firm also offers entrepreneurial and growth services and restructuring services. The company was founded on February 25, 2008 and is headquartered in Denver, CO. | Corporate Officer/Principal | 1987-12-31 |
Guggenheim Partners Investment Management LLC
![]() Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Portfolio Manager-Equities | - |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Julian Koski
University of South Africa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Transparent Value LLC
![]() Transparent Value LLC Regional BanksFinance Transparent Value LLC provides financial information services. The firm offers customized asset management solutions and Business Performance (RBP) methodology to individual investors and investment institutions worldwide. The company was founded by Armen Arus and Julian Koski in June 2003 and is headquartered in New York, NY. | Finance |
Horwath Velez & Co. PSC
![]() Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Commercial Services |
Guggenheim Partners Investment Management LLC
![]() Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
CFO Advisory Group, Inc.
![]() CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services CFO Advisory Group, Inc. provides executive services to growing companies. It provides CFO and senior level executive services to small, medium, and large companies who need assistance in finding solutions. The firm also offers entrepreneurial and growth services and restructuring services. The company was founded on February 25, 2008 and is headquartered in Denver, CO. | Commercial Services |
Transparent Value Advisors LLC
![]() Transparent Value Advisors LLC Investment ManagersFinance Founded in 2006, Transparent Value Advisors LLC is a registered investment advisor located in New York City. The firm is an indirect subsidiary of Guggenheim Partners LLC, which is owned by Guggenheim Capital LLC. Transparent Value Advisors sub-advises various SEC-registered investment funds. They provide portfolio management services to institutions such as insurance companies, sovereign wealth funds, pension funds, special purpose vehicles, individuals, family entities and companies. | Finance |
New Age Alpha LLC
![]() New Age Alpha LLC Investment ManagersFinance New Age Alpha is an asset-management company that provides equity and fixed income advisory and subadvisory services to the investment community. New Age Alpha is based in Rye, NY and has subsidiaries in the United States. The private company also operates hedge funds, license indexes to insurance companies, and have recently launched a direct and custom indexing platform. The company aims to improve existing investment universes by offering ETFs, SMAs, and tools that avoid underperforming investments. The company was founded in 2018 by co-founders Julian Koski and Armen Arus, with Armen Arus serving as the CEO since its inception. | Finance |
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