Alex joined Frost Investment Advisors, LLC in July 2023 as an investment research analyst.
He is primarily responsible for investment manager due diligence, working with various investment teams within Frost and externally to ensure each relationship has the investment options and strategies they need, whether proprietary or third-party manager. Alex functions as a gatekeeper for the approved lists of mutual funds, ETFs, money market funds and offshore funds. Additionally, Alex is responsible for asset allocation optimization along with model portfolio creation, management, and trading.
Prior to joining the adviser, Alex worked as a portfolio consultant at Capital Group for five years. He also previously worked as a fixed income trader at South Texas Money Management for two years and as an associate director in fixed income product management at Barings for two years.
Alex received a Bachelor of Science in Business Administration from the University of Richmond and a Master of Business Administration from Northeastern University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.
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