Alex Rokowski

Alex Rokowski

Analyst-Equity bei Frost Investment Advisors LLC

Finance
Consumer Services

Profil

Mr. Alexander J.
Rokowski, CFA MBA, is an Investment Research Analyst at Frost Investment Advisors LLC.
He joined firm 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.
He functions as a gatekeeper for the approved lists of mutual funds, ETFs, money market funds and offshore funds.
Additionally, he is responsible for asset allocation optimization along with model portfolio creation, management, and trading.
Prior to joining the adviser, he 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.
He 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 designation and is a member of the CFA Institute.

Aktive Positionen von Alex Rokowski

UnternehmenPositionBeginn
Analyst-Equity 01.07.2023
Alle aktiven Positionen von Alex Rokowski

Ehemalige bekannte Positionen von Alex Rokowski

UnternehmenPositionEnde
Corporate Officer/Principal 01.07.2023
Trading-Fixed Income 01.01.2018
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Ausbildung von Alex Rokowski

Robins E. Claiborne School of Business Undergraduate Degree
Northeastern University Masters Business Admin

Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Beziehungen

26

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

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Unternehmensverbindungen

Private Unternehmen3

Finance

Finance

Finance

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