Alexander Zaharoff

Alexander "Lex" Zaharoff is Adjunct Professor and a Partner in the private wealth management firm, HTG Investment Advisors in New Canaan, Connecticut.

Professor Zaharoff has worked for over thirty years in the private banking and wealth management field, including senior positions at Citi Private Bank, Roundtable Investment Partners, HSBC's Private Bank, and Bank of America U.S. Trust.

Professor Zaharoff spent the first twenty three years of his career at JPMorgan's Private Bank including global responsibility for product development and advisory services. In 1995, he created the Advice Lab, a think tank that brought together a team of experts to solve complex investment issues for some of the world's wealthiest families. With his colleague, Dr. Ashvin Chhabra, Mr Zaharoff was granted a patent on computing probabilities of attaining multiple financial goals.

He has published papers in the Journal of Wealth Management including, as co-author with Ashvin Chhabra and Ravindra Koneru: Modern Portfolio Theory's Third Rail: Achieving Wealth Mobility Through Idiosyncratic Risk. (Summer 2011), and Creating a Goal-Based Wealth Allocation Process (Winter 2008).

A Chartered Financial Analyst, Mr. Zaharoff is a MBA graduate of the Harvard Business School and holds a B.S. in Engineering degree from Princeton University. He is a native New Yorker and lives with his family in Weston, CT.

Companies

• Principal HTG Investment Advisors Inc. (2014)
• Adjunct Professor NYU Stern School of Business (2013)
• Managing Director, Private Bank Investment Lab, North America Citi (2011 — 2014)
• Managing Director Carleon Capital Partners LLC (2010 — 2011)
• President LZ Investment Advisors LLC (2010 — 2010)
• Managing Director HSBC Private Bank (2008 — 2010)
• Managing Director U.S. Trust, Bank of America Private Wealth Management (2007 — 2008)
• Managing Director Bank of America (2005 — 2008)
• Managing Director JP Morgan (1982 — 2005)

Education

• M.B.A. Harvard Business School (1980 — 1982)
• B.S.E. Princeton University (1974 — 1978)
• The Fleming School