Bei Saville, Cfa, C AI A
About Bei Saville, Cfa, C AI A
Bei Saville serves as the Chief Investment Officer at Treasury and Fingerboard Family Office and has extensive experience in asset management, having previously held positions at Morgan Stanley, Northern Trust Corporation, and Pfizer. He also contributes to governance as a board member for the Victoria Foundation and Knowles Teacher Initiative.
Current Role at Advance
Bei Saville serves as the Chief Investment Officer at Advance, focusing on Treasury and the Fingerboard Family Office. He has held this position since 2019, contributing to the organization's investment strategies and financial management. His role involves overseeing asset allocation and ensuring the financial health of the family office.
Previous Experience in Finance
Before joining Advance, Bei Saville held several significant positions in the finance sector. He worked at Morgan Stanley as Vice President from 2005 to 2009 and later served as Investment Manager at Pfizer for one year from 2009 to 2010. He also spent four years at Northern Trust Corporation as Senior Endowments & Foundations CIO from 2015 to 2019 and five years at The Leona M. and Harry B. Helmsley Charitable Trust as Director of Alternative Investments from 2010 to 2015.
Board Memberships and Governance Roles
Bei Saville is actively involved in governance through his roles on various boards. He has been a member of the Board of Trustees at the Victoria Foundation since 2015 and at the Knowles Teacher Initiative since 2018. His experience in board leadership enhances his contributions to governance and strategic direction within these organizations.
Educational Background and Specializations
Bei Saville holds a Bachelor of Science degree in Economics and Land Management from Renmin University of China, completed between 1990 and 1994. He also earned an MBA in Finance from Strome College of Business in 1998. His academic background supports his specialization in macroeconomic study, financial model development, and assessing opportunistic co-investments in real estate.
Skills and Expertise in Asset Management
Bei Saville possesses a strong background in strategic planning and business development within asset management. His expertise includes macroeconomic analysis and financial modeling, which are essential for effective investment decision-making. He is skilled in identifying and assessing investment opportunities, particularly in real estate.