Manager, Portfolio Analytics
Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.