Lead Portfolio Administrator
The Financial Services Network
In his role as Lead Portfolio Administrator on The Financial Services Network’s Portfolio Consulting team, Alex offers trading and investment support for The Diamond Group Wealth Advisors. As a key administrative resource, Alex is responsible for entering trades at the direction of The Diamond Group Wealth Advisors, as well as general portfolio administration. Additionally, he specializes in providing investment research. Before 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 6 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.