Alex Rokowski
Analyst-Equity bei Frost Investment Advisors LLC
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
Unternehmen | Position | Beginn |
---|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | 01.07.2023 |
Ehemalige bekannte Positionen von Alex Rokowski
Unternehmen | Position | Ende |
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Capital Group, Inc.
Capital Group, Inc. Investment ManagersFinance Founded in 1997, Capital Group, Inc. is an investment adviser firm headquartered in Phoenix, Arizona. The firm was previously known as Biltmore Investment Group. | Corporate Officer/Principal | 01.07.2023 |
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments. | Trading-Fixed Income | 01.01.2018 |
Ausbildung von Alex Rokowski
Robins E. Claiborne School of Business | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments. | Finance |
Capital Group, Inc.
Capital Group, Inc. Investment ManagersFinance Founded in 1997, Capital Group, Inc. is an investment adviser firm headquartered in Phoenix, Arizona. The firm was previously known as Biltmore Investment Group. | Finance |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |