Global Financial Architecture & Digital Currency Strategy
Company Employees
Mohamad Omran
Sr. Investment Analyst
Verified
Mohamad Omran is a strategic investment and regulatory leader with over two decades of experience across asset management, central banking, and financial automation—positioning him as a trusted advisor to family offices and sovereign wealth funds navigating today’s complex investment landscape.
At Franklin Templeton / Putnam Investments, he led firmwide efforts to automate tax-sensitive portfolio strategies using Alteryx, unlocking significant operational alpha across high-net-worth and institutional portfolios. Earlier, at the Federal Reserve Bank of Boston, Mohamad shaped post-crisis regulatory oversight for the largest U.S. banks—designing scalable stress testing platforms and guiding capital adequacy reviews used across the Federal Reserve System.
He has conducted due diligence on hedge funds and long-only managers, built thematic model portfolios for high-net-worth clients, and led deep-dive equity research in the U.S. consumer sector at Putnam Investments. His work has consistently focused on aligning macroeconomic insight with bottom-up fundamentals to drive outperformance.
Through Quixotic Labs, Mohamad also advised on frontier innovations in AI, digital currency, and machine learning—helping institutional investors position themselves for the next wave of financial infrastructure.
Educated in both Beirut and Boston, he holds a Master of Science in Investment Management (High Honors) from Boston University and a BBA (With Distinction) from the American University of Beirut. He has completed Level II of the CFA Program and brings a global perspective rooted in rigorous analysis, capital discipline, and scalable systems thinking.More...