Alex is a member of the Portfolio Consulting Team responsible for day-to-day trading activity such as rebalancing, cash management, and model management. Additionally, he will assist in providing investment research for investments and advisors.
Prior to joining The Network, Alex served as a Client Service Operations Manager at State Street Bank. He managed a team of fund accountants providing custodial and accounting services to CalPERs. During his six years at State Street, Alex gained experience in fund accounting, derivatives, various fixed income securities, and cash operations.
Alex lives in Sacramento. Outside of the office, he enjoys spending time with family and friends, practicing martial arts, hiking with his two Boxers, reading and cooking.