Alex serves as Portfolio Manager and Director of Investment Operations at Vantage Wealth, where he plays a pivotal role in implementing the firm’s investment strategy. With a versatile skill set, 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 with a sharp focus on detail.
Prior to joining Vantage Wealth, Alex was Associate Vice President at RNC Genter Capital Management in Los Angeles. There, he worked closely with clients to create customized investment portfolios, leveraging his deep expertise in finance and a keen understanding of client needs. 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 newborn son Everett, and their two dogs, Kobe and Momo. He is passionate about traveling, cooking, and enjoys engaging in various sports activities.
