![Alex Greenspan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alex Greenspan
Portfolio Manager-Aktien bei
Bank of America, NA (Private Banking)
Profil
Alex Greenspan is currently Vice President & Portfolio Manager at Bank of America, NA (Private Banking) since 2024.
Formerly, Mr. Greenspan worked as an Investment Analyst at McLean Asset Management Corp.
from 2020 to 2022.
Mr. Greenspan completed an undergraduate degree at Washington & Lee University in 2018.
Aktive Positionen von Alex Greenspan
| Unternehmen | Position | Beginn |
|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Portfolio Manager-Aktien | 01.05.2022 |
Ehemalige bekannte Positionen von Alex Greenspan
| Unternehmen | Position | Ende |
|---|---|---|
McLean Asset Management Corp.
 McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Analyst-Equity | 01.05.2022 |
Ausbildung von Alex Greenspan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
31
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Finance |
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