ADVISOR PARTNERS IS NOW CONCENTRIC INNOVATION

Precision Portfolio Management at ScaleSM

Founded in 2001
Customized portfolio management at scale
$7 billion under management
Concentric Innovation makes portfolio management strategic by precision-optimizing portfolios across investment types, compositions, timespans, trades, and tax-loss harvesting—as often as daily.
Our leaders

Rahul Agrawal

Rahul Agrawal
Rahul is the President and Chief Investment Officer at Concentric Innovation, where he leads the firm’s index and active equity strategies, as well as its quantitative research efforts. With extensive experience in both investment management and risk oversight, Rahul plays a key role in advancing Concentric’s mission to deliver precision-optimized portfolios tailored to meet client objectives.​ ​

Before joining Advisor Partners, Rahul was Vice President and Regional Head of Listed Derivatives Risk at Deutsche Bank Securities. Earlier in his career, he served as a portfolio manager within the Quantitative Investment Strategies group at Goldman Sachs Asset Management.​ ​​

Rahul earned both his Bachelor’s and Master’s degrees in Engineering from the Massachusetts Institute of Technology. He brings a data-driven mindset and a collaborative approach to innovation.

Ralph Studley

Ralph Studley
Ralph is the Chief Revenue Officer at Concentric Innovation, a firm with over two decades of experience in the evolving investment management space. With 25 years in financial services, he helps drive Concentric’s goal to enhance portfolio construction through precision-optimized investments, including tax-loss harvesting and daily rebalancing. The firm manages approximately $7 billion in assets and partners with advisors and institutions to deliver scalable, customized portfolios.​ ​​

With a deep understanding of client priorities, Ralph has knowledge of launching and scaling growth platforms and implementing enterprise initiatives that drive growth, competitive advantage and scalability. He has passed Series 7, 66, and 24 licenses, and completed a leadership certificate at UVA’s Darden School of Business. Ralph also serves on the board of the Westfield State Foundation and is passionate about building high-performing teams that align client success with measurable results.
Contact

Ralph Studley (Chief Revenue Officer)

Adrian Colmenares (Head of Client Relations)

P: 857.305.3050
F: 925.444.1320
Office
1333 North California Blvd
Suite 680
Walnut Creek, CA
94596