Alec works closely with other portfolio managers on the day-to-day management and analysis of clients’ portfolios. He is also responsible for compliance testing on all of the firm’s bond portfolios and supports the Currency Strategies management team.
Alec joined Samson Capital Advisors LLC in July 2006 and served as a Portfolio Analyst until Samson’s acquisition by Fiera Capital. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations.
Prior to joining Samson, Alec was a Mutual Fund Accountant at the Bank of New York.
Alec received a BS in Communications from Ithaca College, also studying Business and Music. Alec also holds an MBA from the University of Massachusetts.