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.
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, FORBES FAMILY TRUST
Keith is Chief Executive Officer and a founding partner of Forbes Family Trust. Previously, he worked as a Senior Managing Director and Corporate Counsel for…Read More
D. Dixon Boardman
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…Read More
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…Read More
Andrew Mehalko, CFA
Director 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…Read More
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,…Read More
Director, Operations 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,…Read More
Jennifer Young, CFA
Head of New 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…Read More