Alejandra is a Portfolio Administrator at Summitry, where she supports the implementation and ongoing administration of client portfolios. As a member of the Operations Team, she manages a wide range of trading activities, including investing new accounts, deploying client cash, raising cash for withdrawals, processing block trades, and supporting periodic portfolio rebalancing. She also conducts portfolio reviews to help ensure client accounts remain aligned with their investment strategies and any applicable restrictions while contributing to the accuracy and integrity of portfolio implementation.
Prior to joining Summitry, Alejandra earned a Bachelor of Science in Finance with a minor in Spanish Studies from Santa Clara University. She has worked in the financial services industry since 2013, with previous roles as a Client Service Associate at Morgan Stanley and UBS. She brings a high level of attention to detail and organization and is passionate about helping clients live their best Bay Area lives.
A Bay Area native, Alejandra was born and raised in San Jose and now resides in San Mateo. Outside of work, she teaches yoga, enjoys exploring new cafés and restaurants throughout the Bay Area, and loves traveling the world.
