Dr. Oren Rosen, PhD, CAIA

Portfolio Manager,
Systematic Macro and Trend Strategies

Oren manages the research, design, and implementation of Welton’s Systematic Macro and Trend strategies, and oversees the strategy allocation process underlying the firm’s futures and FX-based products. He also serves as an investment committee member and a point of contact for clients.

Before joining Welton in 2011, Oren worked as a Senior Application Engineer for MathWorks focused on mathematical optimization, statistics, time series analysis, and high-performance computing. Oren earned a PhD and an MA in Mathematics from the University of California, Santa Cruz, a BS in Mathematics from the University of New Hampshire, and also holds the CAIA designation.

“I’m happy I had the opportunity to pursue academic discovery in its purest form and transition to a fulfilling career in an applied discipline that allows me to use my skills.”

Welton Investment Partners