Institutional Asset Management
About This Group
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
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Leo Schmidt, CFA, has been an institutional investor for over 20 years. Most recently, he was a Senior Equity Analyst for the Chubb Corporation for 10 years where he was responsible for all analysis on a $2 billion 90 stock portfolio. The Chubb equity portfolio had an outstanding record with over 200 basis points of outperformance versus the S&P 500 on a 10, 5, 3 and 1 year(s) basis. Prior to the Chubb Corporation, he worked at Advent Capital Management where he was a Consumer Analyst for Convertibles Strategies, including Balanced and Arbitrage as well as long-short high yield. He also worked as a Consumer analyst at a $20 billion Nuveen managed accounts fund. He began his investing career at Reich & Tang Capital Management, focused mainly on pension plans and endowments, where he was a generalist. He graduated from Columbia University, Cum Laude, Phi Beta Kappa, with a double major in Economics and History. He earned an MBA from NYU with a double major in Accounting and Finance. He is married with one child and resides in Manhattan, NY. He is currently starting up a new equity fund with Robert Witkoff, former Chief Investment Officer at Chubb. Charterholder and an active member of the CFA Society New York, formerly serving on the Chapter”s Board Nominating Committee.
Konstantin Tcherepachenets, CFA, CAIA has been an institutional investor for 15 years. Most recently, he was an Associate Portfolio Manager at Bessemer Trust for 10 years where he was responsible for managing Small and SMID equity portfolios. Prior to Bessemer Trust, he worked at Raymond James where he was responsible for covering medical device and hospital supply stocks. In addition, Mr. Tcherepachenets is an Adjunct Professor at Fordham University, where he teaches stock analysis and leads graduate school’s participation in the CFA Challenge. He earned an MBA from Babson College, and received his undergraduate degree from University of California, Riverside.
Marybeth Whyte is the Client Portfolio Manager for Clarfeld | Citizens Private Wealth. She is a seasoned investment professional with extensive experience across portfolio management, client relationship management, and business development. Marybeth excels in communicating complex investment processes, strategies, and market outlooks to clients, sales teams, and distribution partners, making sophisticated concepts accessible and understandable.