![Alex Greenspan](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>)
Alex Greenspan
Portefeuillebeheerder-Aandelen bij
Bank of America, NA (Private Banking)
Profiel
Alex Greenspan is currently Vice President & Portfolio Manager at Bank of America, NA (Private Banking) since 2024.
Formerly, Mr. Greenspan worked as an Investment Analyst at McLean Asset Management Corp.
from 2020 to 2022.
Mr. Greenspan completed an undergraduate degree at Washington & Lee University in 2018.
Actieve functies van Alex Greenspan
| Bedrijven | Functie | Begin |
|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Eerdere bekende functies van Alex Greenspan
| Bedrijven | Functie | Einde |
|---|---|---|
McLean Asset Management Corp.
 McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Analyst-Equity | 01-05-2022 |
Opleiding van Alex Greenspan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
31
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Finance |
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