Gregory Sivin

Mr. Sivin is Director of Quantitative Portfolio Management at Bessemer Trust. In this role, he oversees the management of all quantitative portfolios. He is also Co-Portfolio Manager of the Bessemer Sustainable Leaders. Greg is a member of the firm’s CISP Committee and the Liquidity & Pricing Committee.

Prior to joining Bessemer, Greg was a portfolio manager at IndexIQ. Before that, he was a portfolio manager and a quantitative analyst at Deutsche Investment Management.

He is a member of the CFA Society of New York, CQA, and is a contributing author for the CFA Institute’s CIPM® Program. Greg has co-authored research papers published in The Journal of Index Investing, The Journal of Investing, and The Journal of Wealth Management. He is Adjunct Professor of Finance at Fordham University.

Greg is a doctoral student at Baruch College. He earned an M.S. in applied statistics and decision-making from Fordham University and a B.S. in applied mathematics and statistics from Stony Brook University. He is a CFA® charterholder.

Companies

• Adjunct Professor Fordham University (2013)
• Director of Quantitative Portfolio Management - Principal Bessemer Trust (2010)
• Portfolio Manager & Product Developer IndexIQ (2007 — 2009)
• Director & Portfolio Manager Deutsche Asset Management (2005 — 2007)
• Head of Equity Portfolio Analysis and Construction - Vice President Deutsche Asset Management (2004 — 2005)
• Quantitative Analyst - Vice-President Deutsche Asset Management (2002 — 2004)
• Quantitative Analyst - Assistant Vice President Zurich Scudder Investments (2000 — 2002)
• Assistant Vice President - Quantitative Analyst Prudential Securities (1999 — 2000)
• Research Analyst - Group Coordinator Goldman Sachs (1998 — 1999)

Education

• Baruch College - Doctor of Business Administration, Finance Sep 2021 - Aug 2024
• Fordham Gabelli School of Business - Master of Science (MS), Applied Statistics and Decision Making 2014 - 2016
• Stony Brook University - Bachelor of Science (B.S.), Applied Mathematics 1987 - 1992