We are your trusted advisor that will prudently manage your wealth through all market cycles.
OWNER, CIO
Cristopher Borden
Prior to founding Kobo, Mr. Borden was the lead Tax- Exempt Bond Portfolio Manager at Bishop Street Capital Management, a subsidiary of First Hawaiian Bank. There he was responsible for portfolio management and trading of approximately $450 million in tax- exempt assets. Under Mr. Borden’s management, the Bishop Street Hawaii Municipal Bond Fund received the Lipper award for highest total return in its class for 2001, 2002, and 2004 and maintained a 4 and 5 star Morningstar rating during his tenure.
Mr. Borden spent much of his time advising Private Banking clientele on cash management, constructing bond portfolios to minimize tax liabilities, and other investment matters. Raised in the Chicago area, Mr. Borden earned his M.B.A. in Finance at American University in Washington, D.C., and his B.A. in History from the University of Colorado at Boulder. He served as a Peace Corps volunteer in Nicaragua and later worked on classified international projects as an analyst with the Rendon Group in Washington. Mr. Borden serves on the board of directors of Kahala Nui and Temple Emanu-El Honolulu. He was selected as one of the top forty professionals under 40 in Hawaii for 2010 by Pacific Business News.
INVESTMENT ANALYST
Benny Tran
Mr. Tran is an Investment Analyst of Kobo Wealth Conservancy, LLC. Mr. Tran was born and raised on O’ahu and earned his B.B.A in Finance at the University of Hawai’i at Mānoa in 2018. While pursuing his B.B.A, Mr. Tran was a student of the AKAMAI Finance Academy, a non-profit organization providing an intensive financial training program designed to teach and apply Wall Street investment methods through corporate finance education and modeling.
Benny joined Kobo Wealth as a junior analyst in 2017. His roles include portfolio allocation analysis, creating and maintaining investment databases, portfolio proposal generation, and client relationship management. Mr. Tran possesses excellent computer and database/Excel management skills, and is fluent in Chinese Hokkien.
