MEET THE TEAM

ARUN KAUL, CFA®

CHIEF INVESTMENT OFFICER

E: ARUN.K@STONEMARKWEALTH.COM

P: 954-305-8550

Through a strategic partnership between Stonemark Wealth Management and Boutique CIO, Arun Kaul, CFA®, operates as Stonemark’s Chief Investment Officer.

Arun has over 20 years of extensive portfolio management experience. This includes managing long/short equity strategies, traditional equity strategies, multi-asset strategies and overseeing a manager of managers (MoM) platform. For decades he has also provided securities analysis covering equities, options and fixed income while having a background in systems management, application development and certain AI strategies.

Prior to Boutique CIO, Arun has served as Chief Investment Strategist at Chicago-based Mainstreet Advisors (now a unit of Fifth Third Bank) which managed over $4 billion in assets primarily for community banks and their private clients; President and CIO of a Boca Raton-based $2 billion consultancy working directly with High Net Worth and Ultra Hight Net Worth families and their advisors providing manager research, portfolio solutions and investment strategy; and Principal, Co-CIO of Toronto based Hillsdale Investment Management, Inc, a firm that he and its founder grew from inception to over $500 million in assets managing strategies ranging from small cap to large cap equity, long/short equities, high frequency trading and income hedging.

Because of his experience, Arun has often been a featured speaker at industry conferences/events and has written for various trade magazines. He has also provided expert testimony on hedge funds to a Canadian Senate banking panel.

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