Aris Investing Welcomes Monisha Jayakumar as Chief Investment Officer to Lead Innovation

Aris Investing Appoints Monisha Jayakumar as Chief Investment Officer

On November 7, 2025, Aris Investing, an innovative leader in personalized and tax-aware portfolio management solutions, announced the appointment of Monisha Jayakumar as its Chief Investment Officer (CIO). This strategic move aims to strengthen the company's commitment to providing tailored after-tax results for financial advisors and their clients. Monisha brings with her over 15 years of experience in quantitative investing, portfolio construction, and product strategies, which are critical as Aris continues to expand and refine its investment offerings.

Leading Investment Innovation

In her role, Monisha will oversee Aris’ investment research, portfolio design, and optimization efforts. Her focus will be on enhancing the company’s tax-efficient portfolio management capabilities and expanding its tax overlay solutions. "Monisha brings a rare combination of systematic expertise and client-centered thinking," commented Chetan Desai, the CEO of Aris Investing. With her background, Monisha is expected to contribute significantly to advancing the firm's mission of delivering precise, tax-aware investment outcomes.

Prior to her appointment at Aris, Monisha held the position of Portfolio Manager at Allspring Global Investments, managing assets exceeding $10 billion in long-only and long-short equity strategies. Earlier in her career, she was a part of the team at Analytic Investors, where she helped manage around $30 billion in assets across global equity markets. Her experience places her at the forefront of transforming complex investment analytics into actionable strategies tailored for clients.

A Vision for the Future

Monisha expressed her enthusiasm for joining Aris: "I am excited to contribute to Aris' mission of advancing personalized, tax-aware portfolio management. The firm’s advisor-focused platform and commitment to innovation present a unique opportunity to refine how wealth managers can provide efficient, tailored investment solutions. Our goal is to bring institutional-level sophistication to the retail investment space."

About Aris Investing

Founded in 2022, Aris Investing specializes in delivering personalized, tax-aware portfolio and overlay solutions designed for financial advisors, Registered Investment Advisors (RIAs), and family offices. With a robust management of over $4.7 billion across direct indexing, separately managed accounts (SMAs), unified managed accounts (UMAs), and long/short tax-aware strategies, Aris combines cutting-edge technology, tax management, and risk optimization to align portfolios with client goals and encourage long-term efficiency.

For those interested in exploring Aris Investing and its innovative solutions, further information can be found on their website at www.arisinvesting.com or by contacting them directly. Monisha Jayakumar's appointment marks a promising advancement for the firm, indicating a strong future focused on harnessing technology and expertise to enhance client experiences in financial advising.