Team & Partners
Team
Michael Karris
President, CIO & Founder
Michael Karris founded EndowBridge Capital, a registered investment advisory firm, in 2013.
Formerly, he was a Director of Investments for Columbia University’s endowment and focused on portfolio rebalancing, hedging overlay strategies, and transition management. He built analytical tools for risk management & performance attribution.
Michael also worked at JP Morgan Asset Management in fixed income as a product specialist in the Long Duration and Stable Value teams, focusing on portfolio management and analytics for defined contribution & defined benefit pension plans.
Prior to JP Morgan, he worked at BNP Paribas in Global Fixed Income Institutional Sales covering U.S. fund managers, hedge funds, and private banking groups. He has extensive experience in capital markets, working with institutional investors across many asset classes since 1993.
Michael earned an M.B.A. from Northwestern University’s Kellogg Graduate School of Management, and a B.S. in Electrical Engineering from the University of California, Los Angeles.
He is an investment adviser representative with a NASD Series 65 license (having previously held Series 7, 3, and 63 licenses).
Partner Firms
EndowBridge relies on outsourced services to keep costs low and minimize client risks.
Firms listed below are not endorsements, recommendations, or testimonials.
Recommendations by EndowBridge are only made under written agreements with clients.
Please read our disclaimer here.
Charles Schwab & Company
Custodian, Broker, Investments
EndowBridge is an independent RIA that offers separately managed accounts on Schwab's Independent Advisor platform. EndowBridge's clients who have accounts at Schwab are covered by the Schwab Alliance team, whose services are customized specifically for clients of advisors. The Schwab Alliance team provides a backup for EndowBridge client services, and custodial safety for clients' accounts.
EndowBridge also offers its strategies as a sub-advisor to other independent RIAs on Schwab's advisor platform.
Interactive Brokers
Custodian, Broker, Investments
EndowBridge is an independent RIA that also offers its clients separately managed accounts on Interactive Brokers' ("IB") platform. IB provides safety for their assets, and a backup of EndowBridge services.
EndowBridge is also on Interactive Brokers' Money Manager platform, serving as a sub-advisor to other independent RIAs, financial planners, and wealth managers.
EndowBridge is also on Interactive Brokers Investors' Marketplace as an advisor for individual accredited investors.
Advisory Board
Daniel Zibman
Advisory Board Member
Mr. Zibman is a retired hedge fund marketer. He spent twenty years in the hedge fund industry raising money for numerous funds, covering a variety of styles, primarily from offshore sources (London, Zurich, Zug, Luzerne, Geneva, Milano, Amsterdam).
Prior to the hedge fund world, he worked for fifteen years in international business development in Europe and the southern cone of South America. This work was performed on behalf of both public and private sector entities.
Mr. Zibman has a BA in religion and an MBA from Temple University. He was an amateur and semi-professional soccer player for twenty years and is a veteran of the US Army (1965-1968).
Joan Marie Asher, CIFD, IACCP
Advisory Board Member
Ms. Asher is the Founding Director of Paragon Fund Services, a Delaware LLC based in Stamford, Connecticut. She has a 25-year career in financial services and investment management in roles that have included Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer.
Ms. Asher is a Certified Investment Fund Director and an Investment Adviser Certified Compliance Professional. She graduated from Fairfield University’s Charles F. Dolan School of Business with a Bachelor’s Degree in Finance.
Harvey Fram, CFA
Advisory Board Member
Mr. Fram is the founder and lead Portfolio Manager of Constantia Capital LLC, where he manages their Merger-Arbitrage, Large-Cap 130/30, Small-Cap 130/30 strategies and a passively managed Small-Cap Biotech strategy. Prior to that, he was the Lead Portfolio Manager for the core equity team of Madison Square Investors, a subsidiary of New York Life, for 13 years. He took over management of their Large-Cap Enhanced strategy in 2000 while developing the Mid-, Small-Cap Core and 130/30 offerings. As lead PM, he oversaw asset growth from $15 million to over $9 billion, and was a Morningstar 4-star manager.
His role with EndowBridge is to advise on Research and Marketing. In addition, Constantia and EndowBridge have a joint marketing agreement and EndowBridge serves as a sub-manager to Constantia.
He earned his MBA from the Wharton School at the University of Pennsylvania. He also earned degrees in Electrical Engineering from the University of the Witwatersrand and in Computer Science from the University of Cape Town in South Africa.