Alex is a Director at Evoke Advisors. Prior to joining Evoke, he worked at Goldman Sachs where he served ultra-high net worth clientele in constructing portfolios, handling reports, and managing his team’s alternative capital markets pipeline. Previously, he worked at Morgan Stanley and JP Morgan Chase in San Francisco where his primary areas of focus were constructing comprehensive financial plans, running portfolio analytics and business development.
Alex received his bachelor’s in business administration from San Francisco State University where he was an active member of the Financial Analysis and Management Education club. He is also a holder of the CERTIFIED FINANCIAL PLANNER™ designation. Alex resides in Redondo beach with his fiancé and his dog, Boba.
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