Joined Stern 2013
Leonard N. Stern School of Business
Kaufman Management Center
44 West Fourth Street, 9-150
New York, NY 10012
Alexander “Lex” Zaharoff is Adjunct Professor and a Citibank N.A. Managing Director where he is the Senior Advisor in the Private Bank’s Investment Lab.
Professor Zaharoff has worked for over thirty years in the private banking and wealth management field, including positions at Carleon Capital Partners, a private firm focused on serving the needs of ultra high net worth families, HSBC’s Private Bank, Bank of America U.S. Trust. For a short period he founded his own firm, LZ Investment Advisors, LLC, a registered investment advisor.
Professor Zaharoff spent the first twenty three years of his career at JPMorgan’s Private Bank including global responsibility for product development and advisory services. In 1995, he created the Advice Lab, a think tank that brought together a team of experts to solve complex investment issues for some of the world’s wealthiest families. With his colleague, Dr. Ashvin Chhabra, Mr Zaharoff was granted a patent on computing probabilities of attaining multiple financial goals.
He has published papers in the Journal of Wealth Management including, as co-author with Ashvin Chhabra and Ravindra Koneru: Modern Portfolio Theory's Third Rail: Achieving Wealth Mobility Through Idiosyncratic Risk. (Summer 2011), and Creating a Goal-Based Wealth Allocation Process (Winter 2008).
A Chartered Financial Analyst, Mr. Zaharoff is a MBA graduate of the Harvard Business School and holds a B.S. in Engineering degree from Princeton University. He is a native New Yorker and lives with his family in Weston, CT.