Our strength lies in collective intelligence and decades of experience
The character of RiverPark Advisory is a direct reflection of our people. Our team comprises seasoned professionals whose expertise was forged across the global financial centers of the US and Europe. We are a cohesive group of strategic thinkers, united not by a single background, but by a shared intellectual curiosity and a relentless dedication to our clients' long-term success.
We do not believe in hierarchical silos. Instead we foster a culture of open debate and collaborative analysis where the best ideas prevail. Every member of our team understands that the stewardship of capital is a profound responsibility. This shared sense of purpose ensures that we operate as a unified force, bringing the full depth of our collective wisdom to bear for every family and institution we have the privilege to serve.
Chief Investment Officer
"The market doesn't reward speed; it rewards those who are patient enough to wait for value to return."
Mr. Ellis Garner serves as the Chief Investment Officer of RiverPark Advisory, responsible for the firm's overall investment framework, research system, and strategy execution. He has over thirty-five years of experience in the US and European asset management industry and is a recognized figure in steady, cross-cycle value investing.
Mr. Garner is known for his prudent, systematic analytical approach, with a long-term focus on corporate fundamentals and the identification of structural pricing discrepancies. He advocates for a core of rationality and discipline, building portfolios that can withstand market cycles through a verifiable research process. Under his leadership, RiverPark Advisory's research system combines American analytical depth with European risk discipline, creating an investment style that is both stable and flexible.
Mr. Garner graduated from Princeton University with a major in Economics and later earned a Master's degree in Finance from the University of Chicago Booth School of Business, specializing in asset pricing and corporate finance.
After completing his studies, Mr. Garner joined the research department at Morgan Stanley, where he focused on corporate analysis and valuation modeling. During this time, he built a solid foundation in financial analysis and valuation and formed the professional belief that "research should serve understanding, not prediction."
During his tenure at Wellington Management, Mr. Garner was responsible for cross-industry research and the development of value assessment models. He led his team to integrate financial quality metrics into the valuation system to enhance the long-term replicability of their research.
In 2003, he joined an independent fund in Boston, leading a long/short strategy portfolio. During the 2008 financial crisis, he guided his team to achieve positive returns through strict risk control and cash flow screening. This experience became a cornerstone of his investment philosophy.
Mr. Garner began collaborating with European institutional investors, leading research and execution of cross-market allocation strategies, with a focus on serving family offices and pension funds in the Nordic and German-speaking regions. He earned the trust of European clients with his transparent and disciplined investment communication style.
At RiverPark Advisory, Mr. Garner is responsible for the firm's investment committee and core strategy design. He oversees the collaboration between the research department and the risk management team, ensuring that all investment decisions are based on independent research, thorough validation, and a consistent risk framework.
Client Relations Associate
"Clear explanation is the most important part of risk management."
Ms. Sofia Lindgren is a key member of RiverPark Advisory's team, responsible for assisting Chief Investment Officer Ellis Garner with Swedish market research and client communication. She has over a decade of experience in investment analysis and institutional client services and is known for her meticulous logic and steady communication style.
Ms. Lindgren excels at translating complex research into clear, practical information frameworks, providing support for family offices and institutional investors in Sweden.
Ms. Lindgren earned a Master's degree in Economics from Uppsala University. During her studies, she spent a year as an exchange student at the London School of Economics, focusing on financial markets and international investment.
After graduating, Ms. Lindgren joined the asset management department at Swedbank, where she was responsible for corporate analysis and industry data compilation. This experience familiarized her with the corporate governance structures and financial disclosure standards of the Swedish market. She later joined an independent wealth management firm in Stockholm, assisting family clients with asset allocation and risk assessment.
Since joining RiverPark Advisory, Ms. Lindgren has been primarily responsible for Swedish market research and the localization of investment reports. She works closely with the US research team, coordinating data collection, industry interviews, and market tracking. She also participates in client communication, providing strategy interpretation and risk clarification for long-term investors in Sweden and Finland.
Ms. Lindgren believes that excellent research is not just about discovering value, but also about helping others understand it. She is committed to ensuring that every analysis is sound and that every client has a complete and transparent understanding of what they are investing in and why.
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