![Marcelo Alaniz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Marcelo Alaniz
Analyst-Festverzinsliche Wertpapiere bei
Pugh Capital Management, Inc.
Profil
Mr. Marcelo Alaniz, CFA, is a Senior Credit Analyst at Pugh Capital Management, Inc. He joined firm in 2022.
Mr. Alaniz was most recently was a Senior Credit Analyst at Public Trust Advisors in Denver where he covered investment grade issuers in the consumer staples, consumer discretionary and health care industries.
He was also the secondary analyst covering asset-backed securities and asset backed commercial paper.
He previously worked as a credit analyst at Great-West Financial Life where he covered REITs, Utilities, and Industrials.
He also held financial analyst roles at CenturyLink and S&P.
He holds a B.S.
in Finance from Metropolitan State University of Denver and is a Master’s in Finance and Risk Management candidate.
Marcelo is a CFA charterholder.
Aktive Positionen von Marcelo Alaniz
| Unternehmen | Position | Beginn |
|---|---|---|
Pugh Capital Management, Inc.
 Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard. | Analyst-Festverzinsliche Wertpapiere | 01.01.2022 |
Ehemalige bekannte Positionen von Marcelo Alaniz
| Unternehmen | Position | Ende |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust aims to provide high quality services at a low cost to the overcharged and under-serviced public sector. Their guiding principle is to safeguard the public’s funds while minimizing market risk and maximizing both liquidity and yield. | Analyst-Festverzinsliche Wertpapiere | 01.12.2021 |
Ausbildung von Marcelo Alaniz
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
25
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Pugh Capital Management, Inc.
Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Metropolitan State University
 Metropolitan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust aims to provide high quality services at a low cost to the overcharged and under-serviced public sector. Their guiding principle is to safeguard the public’s funds while minimizing market risk and maximizing both liquidity and yield. | Finance |
