About Me
Seasoned finance professional with over a decade of experience in investment management, wealth management, and stockbroking. Proven expertise in pension fund oversight, portfolio optimization, and strategic leadership. Adept at leveraging advanced technologies, including Artificial Intelligence, to deliver innovative solutions in financial services. A recognized thought leader with multiple published works and a track record of achieving outstanding investment returns and forging impactful industry partnerships.
Employment Experience
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Head, Pension Funds & Institutional Funds Management
Sep 2022 - Present, Merban Capital Ltd (formerly UMB Investment Holdings Limited)
- Oversee and direct all aspects of managing pension funds and institutional investment portfolios.
- Provide leadership, strategic oversight, and asset management for client portfolios.
- Develop and implement tailored investment strategies for institutional clients, ensuring alignment with long-term goals.
- Monitor and assess financial markets to identify risks and opportunities for fund performance.
- Coordinate with regulatory bodies to ensure compliance and uphold fiduciary responsibilities. -
Deputy Manager, Wealth Management
Sep 2019 - Aug 2022, Merban Capital Ltd
- Supported Wealth Management team in managing high-net-worth clients' portfolios.
- Delivered exceptional client relationship management and financial advisory services. -
Acting Head
May 2016 - Apr 2018, UMB Stockbrokers Limited
- Led the stockbroking subsidiary of Universal Merchant Bank (UMB).
- Managed client portfolios and provided investment advisory services.
Publications
- CEDI FACES PRESSURE AMID US DEBT CEILING NEGOTIATIONS, Business & Financial Times (Sept 19, 2023)
- Green Bonds: A Model of Transparency and Accountability in Sustainable Investments, Business & Financial Times (July 15, 2022)
- Formalizing Businesses: The Key to Attracting Investors and Affordable Capital, Business & Financial Times (Nov 8, 2021)
- Investments on the Ghana Stock Exchange: Has the Foreign Investor Benefited?, Business & Financial Times (May 22, 2020)
- DDEP Coupon Payments: Key to Financial Markets Recovery, Business & Financial Times (Oct 14, 2019)
- BITCOINS, ALTCOINS, PONZI SCHEMES, Business & Financial Times (Feb 18, 2018)
- Global Dollar Weakness: A Window of Opportunity for Emerging Markets like Ghana, April 2025
Projects
- Stock Trading Platform: Built an automated trading solution using Python for enhanced trading accuracy and efficiency
- Investment Portfolio Manager: Designed a portfolio management system
- HR Management WebApp: Developed cleanvisionhr.com to streamline HR processes for businesses
- Investment Calculator WebApp: Built younginvestorcalculator.com to assist users in financial planning
Technical Skills & Certifications
AI & Technology
Certified in DALLE-E, ChatGPT, DeepSeek, Jasper AI, and MidJourney with expertise in prompt engineering
Programming & Data Analysis
Proficient in Python for financial modeling, automation, and AI-driven solutions
Portfolio Management
Expertise in managing diverse investment portfolios for institutional and individual clients
Financial Market Analysis
Strong analytical skills for evaluating market trends and identifying investment opportunities
Pension Fund Management
Specialized in strategies for maximizing long-term fund growth and regulatory compliance
Client Relationship Management
Proven track record in building and maintaining relationships with high-net-worth clients
Education
- MBA Finance, Wisconsin International University (2012 - 2014)
- BA Sociology & English, University of Ghana (2003 - 2007)