Alex has over 25 years of experience in finance, investment research, portfolio management, alternative investments, private equity, venture capital, quantitative research, and strategic consulting. He is the Head of Manager Research and Asset Allocation, and manages a team of ten analysts focusing on Investment Research, Asset Allocation, and Manager Selection. He is a member of the Investment Committee, Manager Selection Committee, Endowments and Foundations Steering Committee, Economic and Capital Market Outlook Committee, and Valuation and Liquidity Committee. He is a member of the Multi-Asset Class Investment Committee and the Manager Review subcommittee.
Prior to joining PFMAM, Alex was a director of quantitative research at Commonfund, an OCIO asset management firm for endowments and foundations. Before that, Alex was a quantitative equity portfolio manager at The Rockledge Group, a quantitative equity investment management firm that he co-founded. There, he managed portfolios for institutional and individual investors and launched a mutual fund and a long/short exchange-traded fund. He has also worked as a venture capital investor for GE Capital and as a strategy consultant for Bain and Company.
Alex has been an adjunct professor and a lecturer at Pace University and Stevens Institute of Technology, teaching graduate and undergraduate finance courses, such as investment management, alternative investments, valuation of the firm, and corporate finance.
Alex earned a B.A. in Physics at the University of Chicago, an MBA at INSEAD in France, an M.S. in Financial Engineering at New York University Polytechnic Institute, and a Ph.D. in Financial Engineering at Stevens Institute of Technology, where he received “Best Dissertation” award.
