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Alex Matthew Paul
Gestore di Portafoglio-Azioni presso
Fiduciary Trust International LLC
Profilo
Mr. Alex M.
Paul, CFA MBA, is a Senior Portfolio Manager at Fiduciary Trust International LLC.
He oversee investment portfolios tailored to the unique financial objectives of ultra high net worth clients and institutional clients.
Specializing in strategies across all asset classes, he navigate market dynamics and tax landscapes and actively manage each clients' portfolio in the context of current conditions and long-term objectives.
Prior to joining Fiduciary Trust International, Mr. Paul was a Senior Client Advisor to high-net-worth families, entrepreneurs and charitable entities at Crestone Capital Advisors in Boulder, CO.
Additional experience includes work at Testa, Hurwitz & Thibeault LLP, Boston Research & Management and State Street Global Markets.
He received his BA in Economics from the University of Notre Dame and an MBA from Boston College Carroll School of Management.
Posizioni attive di Alex Matthew Paul
| Società | Posizione | Inizio |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Gestore di Portafoglio-Azioni | 01/03/2011 |
Precedenti posizioni note di Alex Matthew Paul
| Società | Posizione | Fine |
|---|---|---|
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Testa, Hurwitz & Thibeault LLP
 Testa, Hurwitz & Thibeault LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Corporate Officer/Principal | - |
Formazione di Alex Matthew Paul
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
38
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Finance |
Testa, Hurwitz & Thibeault LLP
Testa, Hurwitz & Thibeault LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Wallace E Carroll School of Management
 Wallace E Carroll School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
