Alex serves as Portfolio Manager and Director of Investment Operations, where he plays a key role in implementing the firm’s investment strategy. Since entering wealth management in 2014, he brings a versatile skill set and he is responsible for overseeing the firm’s technological infrastructure, including reporting software and trading systems, while also managing portfolio allocations, cash management, and security analysis.
Prior to joining Vantage Wealth, Alex was Associate Vice President at RNC Genter Capital Management in Los Angeles. There, he worked with clients to develop customized investment portfolios. Alex holds a Bachelor of Science in Business Administration with a concentration in Finance from Pepperdine University.
Outside of work, Alex values time with his wife Kimberly, their son Everett, and their two dogs, Kobe and Momo. He is passionate about traveling, cooking, and enjoys engaging in various sports activities.
