Alex Moritz Email and Phone Number
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Alex Moritz is a Private Equity Investor at Briar Hall LLC. He possess expertise in investments, financial analysis, mutual funds, asset allocation, financial services and 13 more skills. He is proficient in German and French.
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Portfolio ManagerBriar Hall Llc Oct 2022 - PresentChicago, Illinois, United States -
Vice PresidentMuller & Monroe Asset Management Apr 2022 - Oct 2022Chicago, Illinois, United StatesExecuted primary commitments and co-investments. Led investor relations across our client base. -
Senior AssociateMuller & Monroe Asset Management Nov 2018 - Oct 2022ChicagoMuller & Monroe Asset Management is a private equity firm that invests exclusively in small and emerging lower middle market managers.
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Associate Director, Marketing And Sales ServicesUbs Asset Management May 2015 - Nov 2018Greater Chicago AreaActed as an extension of the Investment Team and subject matter expert to distribution in Multi Asset and Alternatives specifically in asset allocation, manager selection and due diligence, and risk management processes. Built strong relationships with sales and compliance to advance deals. Positioned products internally and externally to institutions and investment consultants through RFPs, DDQs and pitch books. -
Client/Deal/Product ManagementMorningstar 2008 - 2015Greater Chicago AreaNegotiated and closed deals ranging from $100K-$1M across our flagship products representing 25% of company revenue. Set strategic priorities for Morningstar Direct in Canada and Latin America; researched markets, developed and deployed new product features. Executed client engagements implementing multi-million dollar projects. Consulted for clients across the retail, advisor, and institutional channels. -
Business Development AssociateCambridge Global Payments Sep 2007 - May 2008Greater Chicago AreaMade over 100 cold calls per day to find viable, sustainable, prospects for Foreign Exchange services and built relationships to grow business.
Alex Moritz Skills
Alex Moritz Education Details
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Graduated With Distinction -
Economics, French
Frequently Asked Questions about Alex Moritz
What company does Alex Moritz work for?
Alex Moritz works for Briar Hall Llc
What is Alex Moritz's role at the current company?
Alex Moritz's current role is Private Equity Investor.
What is Alex Moritz's email address?
Alex Moritz's email address is al****@****tar.com
What is Alex Moritz's direct phone number?
Alex Moritz's direct phone number is (212) 882*****
What schools did Alex Moritz attend?
Alex Moritz attended Depaul University - Charles H. Kellstadt Graduate School Of Business, Loyola University Chicago.
What are some of Alex Moritz's interests?
Alex Moritz has interest in Skiing, Soccer, Education, Behavioral Finance, Sailing, Foreign Languages And Cultures, Hockey, International Affairs.
What skills is Alex Moritz known for?
Alex Moritz has skills like Investments, Financial Analysis, Mutual Funds, Asset Allocation, Financial Services, Financial Markets, Investment Strategies, Equities, Management, Business Analysis, Portfolio Management, Relationship Management.
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1nnu.edu
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Alex Moritz
Information & Communications Technology Graduate - North Dakota State College Of ScienceGreater Minneapolis-St. Paul Area
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