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Global Strategic NextGen OCIO Employee Directory

Investment ManagementArizona, United States2-10 Employees

Global Strategic NextGen OCIO, operating as Global Strategic Investment Solutions (GSIS), is an investment management firm positioned as an outsourced chief investment officer. It emphasizes a globally diversified portfolio approach and aims to avoid traditional market-timing, active forecasting, and large allocations to alternatives, instead prioritizing strategy, simplicity, transparency, and low costs. The firm explicitly provides no proprietary products, and its clients maintain direct ownership of investments held at an independent custodian, which supports asset safekeeping and tax efficiency.
Based in Scottsdale, Arizona, GSIS describes itself as a NextGen OCIO and notes partnerships with world-class organizations to expand its internal capabilities while leveraging technology to outsource non-investment tasks. It is registered as an investment adviser and targets institutions or individuals seeking a long-term, principle-based investment program rather than active market forecasting. The company’s approach centers on delivering high-quality investment programs through a framework that favors passive over active management and clear, straightforward implementation.

Find Global Strategic NextGen OCIO employees' phone numbers or email addresses

Global Strategic NextGen OCIO Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Asia
1

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  • Philippines
    1

Global Strategic NextGen OCIO's Leadership

  • Stylized image of a person
    N. B.
    Chief Investment Strategist
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  • Stylized image of a person
    D. C.
    President
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  • Stylized image of a person
    M. U.
    Head Of Investment Research & Portfolio Management | Cco
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    D. C.
    Managing Partner
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  • Stylized image of a person
    C. T.
    Managing Partner
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  • Stylized image of a person
    D. C.
    Director Of Operations
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Global Strategic NextGen OCIO Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Global Strategic NextGen OCIO

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. U.
    Head Of Investment Research & Portfolio Management | Cco
    Phone icon
    United StatesNorth Carolina
    Apr 02, 2026
  • Stylized image of a person
    D. C.
    Managing Partner
    Phone icon
    United StatesArizona
    Mar 22, 2026
  • Stylized image of a person
    C. T.
    Managing Partner
    Phone icon
    United StatesArizona
    Jun 08, 2026
  • Stylized image of a person
    D. C.
    President
    Phone icon
    UNITED STATES
    Jun 03, 2026
  • Stylized image of a person
    N. B.
    Chief Investment Strategist
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    D. C.
    Director Of Operations
    Phone icon
    United StatesArizona
    May 08, 2025

Frequently Asked Questions

What is Global Strategic NextGen OCIO known for?

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Global Strategic NextGen OCIO was founded in 2015 operates in the Investment Management industry. Explore Global Strategic NextGen OCIO's company overview page for more information.

What is Global Strategic NextGen OCIO's most common email format?

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Global Strategic NextGen OCIO employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Strategic NextGen OCIO email formats with LeadIQ.

How many employees does Global Strategic NextGen OCIO have currently?

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Global Strategic NextGen OCIO has approximately 6 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Global Strategic NextGen OCIO's key employees and leadership?

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As of August 2026, Global Strategic NextGen OCIO's key employees include:

  • Chief Investment Strategist: N. B.
  • President: D. C.
  • Head Of Investment Research & Portfolio Management | Cco: M. U.
  • Managing Partner: D. C.
  • Managing Partner: C. T.

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