Bespoke solutions distilled from experience and trust
Investor needs are highly individualized. Our deep investment experience helps us structure defined and nimble strategies that can be guided by the specific goals and diverse criteria of each client. We spend considerable time getting to know each of our clients, as a deep understanding of their needs forms the foundation of our customized programs. We seek to structure solutions that possess a competitive advantage in each area or asset class. Our goal is to partner with our clients to craft differentiated and tailored strategies that provide a more complete solution within their broader portfolios.
Risk-Adjusted Solutions
Optima’s 30 years of experience working with ultra-high-net-worth investors has enhanced our ability to provide solutions that lower risk exposures, avoid certain sectors, and employ a variety of structures to meet client needs.
Meet Our Team
Keith M. Bloomfield
CHAIRMAN
Keith is Chairman of Optima and a founding partner of FFT Wealth Management. Previously, Keith 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, and performance calculation for the…
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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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Jennifer Young, CFA
Chief of Staff, Head of Institutional Business Development
Jennifer Young joined Optima in 2019 and is the Chief of Staff and Head of Institutional Business Development. Jenn spent the majority of her career…
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