Opportunities and access to industry-leading talent.
Optima’s industry position enables us to establish robust investment processes and partner with specialized and highly sought-after hedge fund managers to deliver quality alternative investor-led solutions. Our singular reputation, cultivated over the last 30 plus years, can provide access to more exclusive skill sets, solutions and liquidity than may be available elsewhere. These relationships, guided by disciplined investment and operational due diligence, transparency and our proprietary risk management technology, can provide unique opportunities with institutional-quality managers.
Profiled Strategies
Technology and Healthcare Solutions
We partner with high-performing, specialist managers in the technology and healthcare sectors, giving investors access to niche and differentiated strategies.
Meet Our Team
Keith M. Bloomfield
CHIEF EXECUTIVE OFFICER, FFT WEALTH MANAGEMENT
Keith is Chief Executive Officer and a founding partner of FFT Wealth Management. Previously, he worked as a Senior Managing Director and Corporate Counsel for…
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D. Dixon Boardman
Chief Executive Officer
Mr. Boardman founded Optima in July 1988 and is the CEO of Optima Asset Management LLC. He has a background in advising high net worth…
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Geoffrey M. Lewis, CA (SA), CPA
Chief Financial Officer
Mr. Lewis joined Optima in 1989. As Chief Financial Officer, he is responsible for all aspects of operations, finance, taxation, compliance, and performance calculation for…
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Andrew Mehalko, CFA
Head of Investments
With more than 30 years working in investment management, Andrew is currently the Director of Investments for Optima Asset Management and Co-Chief Investment Officer of…
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Yehuda Y. Spindler, CPA
Chief Investment Officer
Mr. Spindler joined Optima in 2006 and is responsible for managing Optima’s hedge fund strategies across long-only, hedged equity, global trading, and multi-strategy managers. Additionally,…
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Neil Datta
Managing Director, Due Diligence
Neil Datta is a voting member of the Investment Committee and Head of Risk at Optima. He joined Optima in 2011 from Arden Asset Management,…
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Jennifer Young, CFA
Head of Business Development, Chief of Staff
Jennifer Young joined Optima in 2019 and is the Head of New Business Development and Chief of Staff. Jenn spent the majority of her career…
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