Profilo
Mr. Alex Revelle is a Senior Investment Associate at Wetherby Asset Management, Inc. As an Investment Associate, he focuses on supporting the research team in money manager due diligence, portfolio attribution analysis and model maintenance.
He participates in the development of research collateral, both internal and external, and act as a liaison between the research team and the broader firm.
Additionally, he support Wetherby’s internal committees involved in the research and investment process as well as the firm’s broader communication efforts.
He joined Wetherby in 2014.
Mr. Revelle previously worked on Customer Relationship Management projects and communication initiatives at Dodge & Cox, Business Integrations Team in 2014.
He received his BBA in Business Administration, magna cum laude, from University of San Diego.
Precedenti posizioni note di Alex Revelle
| Società | Posizione | Fine |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 01/05/2022 |
Formazione di Alex Revelle
| University of San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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