Alex Matthew Paul

Portfolio Manager-Aktien bei

Fiduciary Trust International LLC

Finance

Consumer Services

Commercial Services

Profil

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.

Aktive Positionen von Alex Matthew Paul

Unternehmen	Position	Beginn
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.	Portfolio Manager-Aktien	01.03.2011

Alle aktiven Positionen von Alex Matthew Paul

Ehemalige bekannte Positionen von Alex Matthew Paul

Unternehmen	Position	Ende
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	-

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Unternehmensverbindungen

Private Unternehmen	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