Oguz founded Passage Global Capital Management in 2007 and is responsible for developing investment strategies and managing portfolios and risk. He is an investment industry veteran seasoned in global equity, fixed income, foreign exchange, and derivatives. He also possesses years of experience in the disciplines of trading and risk management. He started his professional career working in the banking industry, including a Chicago-based investment bank, where he gained experience in financial analysis and equity options. Oguz has worked with several multinational and Fortune 500 companies, managing multi-million-dollar global investment portfolios. He has also been responsible for managing various financial market risks involving equity, foreign exchange, fixed income, and commodities.
Throughout his career he has designed and developed a variety of quantitative-based financial and investment models, as well as portfolio and risk management strategies. Oguz has a B.S. in Economics with Econometrics. He received an MBA degree in finance with an MIS from Kellstadt Graduate School of Business at DePaul University in Chicago. Oguz has also completed the Investment Decisions and Behavioral Finance program at Harvard University, as well as an advanced online statistical learning course from Stanford University. Oguz holds the Chartered Financial Analyst® designation.
Kristel Ersan
Managing Principal and Director of Public Relations
Kristel is committed to ensuring the ethos and culture of Passage Global Capital Management are centered on building positive and long-lasting relationships for the ultimate goals of our clients and the intellectual growth of our team members. As a co-owner, Kristel helps oversee the marketing, PR, and general business strategy as well as community engagement of our firm. She received a B.A. degree from DePaul University in Chicago and has an MBA in Business and Marketing.
Christopher performs research and aids in client advisory functions as an Investment Advisor Representative. Christopher has been with Passage Global Capital Management since he began as an intern in the summer of 2016. Christopher is deeply involved throughout the investment process from strategy development to client portfolio construction to monitoring risk.
Christopher has a Bachelor of Science in Computer Science from the University of Iowa. He is also a CFA® charterholder.
Evin collaborates with our research team in the creation of new trading strategies. He also aids in stock analysis as well as performance analysis of various investment strategies.
Evin is studying Finance & Real Estate at the Questrom School of Business at Boston University. Evin and his team won first place in the Boston University Finance and Investment Club Junior Analyst Company Pitch Competition in December 2021.
