Bodhi Tree is an investment advisor that uses evidence-based approaches to create a high-quality stock portfolio. We allow investors to subscribe to our portfolio for a flat monthly fee with automatic replication occurring in their portfolio.
Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was formerly a Managing Director at Strenta Investment Management, an SEC-registered investment adviser for a major family office, where he was responsible for all aspects of investment and portfolio management in a multi-asset class portfolio. Prior to that, Shalin was a Vice-President at Ivy Asset Management, where as a Portfolio Manager, he oversaw the firm’s flagship multi-manager hedge fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a hedge fund advisory firm for European institutional and super high net worth investors. In addition, Shalin has personally supported multiple highly successful Silicon Valley based tech startups as an investor and board advisor. Shalin holds an MBA in Finance from the Stern School of Business at New York University and a BA in Economics from the University of California at Berkeley. Shalin enjoys exercise, barbequing, pop-culture and spending time with his family.
you can follow shalin on twitter handle @BodhiTreeCIO
Sofia Anselmetti is the Operations Manager for Bodhi Tree Asset Management. In her role, she handles day to day non-investment operations for the Firm as well as overseeing the Firm’s compliance program as the Chief Compliance Officer. Sofia’s career has been focused on project management in the startup industry, having consulted for multiple tech startups in Florida, Texas, and California. She also holds a Bachelors of Arts in Psychology from the School of Integrated Science and Humanity at Florida International University and a Master of Business Administration from the Huizenga School of Business at Nova Southeastern University, with a concentration in Supply Chain Management. In her free time, you can find her traveling, enjoying photography or in Crossfit.
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