CEO & Co-Head, OC Private Capital

Kamal Bhatia serves as Chairman of the Board and Vice-Chair of the Portfolio Allocation Committee. He has held leadership positions at TIAA-CREF, Mellon Institutional Asset Management and Citigroup Global Corporate and Investment Banking Group for over 20 years. He serves on the board of Big Apple Greeter, a NYC based not-for-profit community organization.

Mr. Bhatia has a B. Tech from the Indian Institute of Technology, Kanpur (India), and an M. S. from Washington University in St. Louis as a Sever Fellowship Scholar. He is frequent industry speaker at leading conferences on topics of investor advocacy, strategic innovation, and client-focused product development.