Bala founded Siharum Advisors, LLC in 2008 and currently serves as its Chief Executive Officer and Chairman of the Board of Directors. Bala has more than 25 years of asset allocation, manager selection and portfolio construction experience. Prior to founding Siharum, Bala was the Chief Investment Officer and a member of the Board of Directors at Federal Street Advisors, Inc. From 1995 through 2000, Bala worked at Kobren Insight Management as an Analyst and later was promoted as the firm’s Director of Research. Bala began his investment career as a Quantitative Analyst at Aeltus Investment Management, Inc.
Bala was born in Sri Lanka and received a BS in Engineering from Bharathiyar University in Coimbatore, India and an MBA from the University of Connecticut in Storrs, CT. Bala holds the Chartered Financial Analyst® designation, and he is a member of the Boston Security Analysts Society and the Boston Estate Planning Council. Bala, his wife and their daughter reside in Weston, Massachusetts.
Paul joined Siharum Advisors, LLC as Director of Research in 2013 and became a partner and member of the Board of Directors in 2014. Paul has more than 15 years of experience in investment and manager research, asset allocation and portfolio construction. Previously, Paul spent seven years at Silver Bridge Advisors, where he served as a Managing Director and was responsible for overseeing the firm's external manager program and for managing client portfolios and relationships. From 2001 to 2006, Paul was a Senior Research Analyst at Federal Street Advisors, Inc. where he focused on manager research. Paul spent two years at Kobren Insight Management as a research analyst before joining Federal Street.
Paul has a bachelor of arts in History from Providence College and an MBA from Babson College. Paul holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society. Paul, his wife and their two children live on the South Shore.
Todd joined Siharum Advisors, LLC in 2009 and became a shareholder in 2015; he currently serves as the firm's Director of Wealth Management. In this role, he is responsible for creating and implementing personalized wealth and investment management strategies for high net worth individuals and institutions. He advises more than 60 relationships with investable assets in the $1 million to $30 million range. Prior to joining the firm, Todd was a Senior Vice President at Kobren Insight Management and served on their investment committee. Before his time at Kobren, Todd served as a consultant for defined contribution and defined benefit plans at Putnam Investments.
Todd received a BS in Business Management from Ithaca College. He is a member of the Boston Estate Planning Council and was also a Registered Representative with the National Association of Security Dealers, holding Series 6, 7, 63, and 65 licenses. He also serves on the Boston Father of the Year Council to benefit the American Diabetes Association. Todd currently resides in Needham, Massachusetts, with his wife and their two children.
Fred joined Siharum Advisors, LLC as Director of Client Relations in 2017. In this role, he is responsible for developing and managing relationships. Fred has 8 years of experience in equity research and portfolio construction. Previously, Fred was a Junior Portfolio Manager with The Boston Family Office and from 2005 to 2010, was an Investment Associate with Fernwood Investment Management, LLC.
Fred is a graduate of Bowdoin College, where he received his BA majoring in Government and Legal Studies with a Minor in Economics. He received his MBA from Babson College's F.W. Olin Graduate School of Business and is also a Registered Representative with the National Association of Security Dealers, holding Series 7, 63, and 65 licenses. Fred lives with his wife in Charlestown and enjoys playing tennis and running marathons.
Sowdatu joined the firm as Manager of Compliance and Finance in 2016. She brings over 10 years' experience in Compliance, Finance and Audit. She most recently worked at TJX as an Information Risk Manager and prior to this, she worked in Public Accounting at Ernst and Young LLP.
Sowdatu holds a BS in Public Administration and Economics from Bowie State University and she is currently pursuing her MBA from Bentley University. She is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants. Sowdatu is from West Africa and currently lives with her husband and her two daughters in Nashua, NH.
Michael joined Siharum Advisors, LLC in 2013 and was promoted to Senior Client Service Associate in 2016. In this role, Michael is responsible for all on-going client related tasks as well as providing leadership for the development and execution of the Firm's concierge service model. In addition, he maintains many of the Firm's client service related operations, procedures and technological enhancements as well as assists with the compliance and marketing initiatives. Prior to joining Siharum Advisors, Michael completed an internship with The Ayco Company, LP, a subsidiary of Goldman Sachs.
Michael is a graduate of Union College in New York, where he received his BA in Economics and then his MBA. While in school, Michael was a member of the Union College Swimming & Diving team and completed an international study abroad in Shanghai and Beijing, China. Currently, Michael resides in Quincy.
Carl joined Siharum Advisors, LLC in 2015. As a Client Service Associate, he provides support to the firm's Director of Wealth Management and Senior Client Service Associate. Carl's primary responsibilities include client trading as well as assisting with ongoing client service administrative needs. Prior to working at Siharum, Carl was the Loan Servicing Intern at MassHousing, a not-for-profit public agency located in Boston.
Carl is a graduate of Suffolk University, where he received his BSBA Degree, majoring in Accounting with a minor in Finance. Carl currently resides in Brookline.
Tom joined the firm in 2016. In this role as Research Analyst, his primary responsibilities are to identify and perform due diligence on prospective investment managers, as well as conduct ongoing due diligence and monitoring of existing investments. Tom graduated from Bryant University in Rhode Island with a BS in Actuarial Mathematics and Business Administration. He lives in Boston.
Lisa joined the firm as our Operations Associate in 2017. In this role, Lisa provides additional support to the client service operations and office management services of Siharum Advisors, including assisting with client service requests and daily office procedures. Lisa is a recent graduate of University of Rhode Island where she earned a BS in Finance. She currently lives in Boston.
Lyn joined Siharum Advisors, LLC full time in 2013. Prior to joining the firm, Lyn worked as a consultant providing high-level office management services to financial service businesses throughout the Boston area, including Siharum Advisors. Lyn has worked in office administration for over 15 years, all in the finance industry. She began her career as an executive assistant at Federal Street Advisors, and had been promoted to the firm's Office Manager before leaving in 2006 to start her own business. Lyn currently resides in Woburn, Massachusetts, with her husband and their two children.