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Alex Etzkowitz, Cfa Email & Phone Number

Senior Vice President at Jordan Park Group
Location: Newport Beach, California, United States 11 work roles 3 schools
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Current company
Jordan Park Group
Role
Senior Vice President
Location
Newport Beach, California, United States
Company size
82 employees

Who is Alex Etzkowitz, Cfa? Overview

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Quick answer

Alex Etzkowitz, Cfa is listed as Senior Vice President at Jordan Park Group, a with 82 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Alex Etzkowitz, Cfa.

Alex Etzkowitz, Cfa previously worked as Vice President, Investment Management at Jordan Park Group and Vice President, Portfolio Strategy at Pimco. Alex Etzkowitz, Cfa holds Master Of Business Administration (M.B.A.), Finance, Dean'S Honors from Columbia Business School.

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Jordan Park Group

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Profile bio

About Alex Etzkowitz, Cfa

I joined Jordan Park as a Vice President in 2023. Prior to Jordan Park, I was a fixed income strategist at PIMCO and Gurtin Municipal Bond Management, with a focus on municipal bonds. I have studied economics and business, and worked as an entrepreneur, an economic consultant, and as an investment analyst for a family office. My projects have included financial services startups, multi-billion dollar corporate litigation and strategic acquisition of commercial banks. I have a BA in Economics from Pomona College, and an MBA from Columbia Business School.

Current workplace

Alex Etzkowitz, Cfa's current company

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Jordan Park Group
Jordan Park Group
Senior Vice President
san francisco, california, united states
Website
jordan-park.com
Employees
82
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11 roles · 21 years

Alex Etzkowitz, Cfa work experience

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Vice President, Investment Management

Jordan Park Group

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Vice President, Portfolio Strategy

Pimco

Newport Beach, California, United States

Lead the growth of PIMCO's municipal bond business. Engaged in business development and client engagement across retail and institutional channels through in a client portfolio management role. Launched innovative interval fund, SMA, and ETF solutions within the municipal bond asset class.

Feb 2020 - Jan 2023

Vice President, Investment Research & Strategy

Gurtin Municipal Bond Management

Solana Beach, Ca

Served as the lead strategist and client portfolio manager at a boutique municipal bond manager specialized in investment grade SMAs.

Aug 2015 - Feb 2020

Consultant

The Meyer Shaffer Company Llc

Greater Los Angeles Area

Meyer Shaffer is a family office specializing in seed stage investments in financial services companies.Created a business plan, investor pitch presentation and budget for a startup designed to fulfill the Community Reinvestment Act regulatory requirements of Southern California’s banks.

Nov 2014 - Mar 2015

Consultant

Riposte Management Llc

Greater New York City Area

Riposte Capital Management is a de novo hedge fund focused on the online consumer credit markets.Created performance-tracking and benchmarking analytics for the loan portfolio, researched the relative performance of various online lending platforms.

Aug 2014 - Oct 2014

Investment Analyst

Tfmg Associates

Greater New York City Area

TFMG is a family office serving members of the Tisch family.Worked directly under the CIO, and performed fundamental bottom-up analyses of U.S. and foreign equities, sovereign and corporate debt, and ETFs.

Sep 2013 - Jun 2014

Analyst

Cornerstone Research

Los Angeles

Analyzed data and case documents, created customized models to value damages, researched relevant topics in the economics and finance literature, and assisted in preparing academic experts for trial.

Jul 2010 - Sep 2012

Summer Analyst

Grandpoint Bank

Developed a predicative model to assess the likelihood of failure for over three hundred commercial banks which guided investment decisions. Created and presented several company specific presentations to evaluate their investment potential.

Jun 2009 - Aug 2009

Policy Intern

New York City Council

Researched policy issues, including school governance, middle school education, subsidized housing, and local administration of the federal food stamp program.

2008 - 2009 ~1 yr
Team & coworkers

Colleagues at Jordan Park Group

Other employees you can reach at jordan-park.com. View company contacts for 82 employees →

IL Isabel Llach Isabel Llach Colleague at Jordan Park GroupBoston, Massachusetts, United States View → ME Matthew Eigen Matthew Eigen Colleague at Jordan Park GroupNew York, United States View → MS Margot Steiner Margot Steiner Colleague at Jordan Park GroupUnited States View → KZ Karen Zaleski Karen Zaleski Colleague at Jordan Park GroupGreater Boston, United States View → GP Gavin Peterson Gavin Peterson Colleague at Jordan Park GroupSalt Lake City, Utah, United States View → AF Adele F. Adele F. Colleague at Jordan Park GroupPortsmouth, New Hampshire, United States View → CS Courtney Shaw Courtney Shaw Colleague at Jordan Park GroupNew York City Metropolitan Area, United States View → KT Kevin Truong Kevin Truong Colleague at Jordan Park GroupSan Francisco Bay Area, United States View → IL Ivan Lamont Ivan Lamont Colleague at Jordan Park GroupNovato, California, United States View → PP Patrice Phung Patrice Phung Colleague at Jordan Park GroupSan Francisco, California, United States View →
3 education records

Alex Etzkowitz, Cfa education

FAQ

Frequently asked questions about Alex Etzkowitz, Cfa

Quick answers generated from the profile data available on this page.

What company does Alex Etzkowitz, Cfa work for?

Alex Etzkowitz, Cfa works for Jordan Park Group.

What is Alex Etzkowitz, Cfa's role at Jordan Park Group?

Alex Etzkowitz, Cfa is listed as Senior Vice President at Jordan Park Group.

Where is Alex Etzkowitz, Cfa based?

Alex Etzkowitz, Cfa is based in Newport Beach, California, United States while working with Jordan Park Group.

What companies has Alex Etzkowitz, Cfa worked for?

Alex Etzkowitz, Cfa has worked for Jordan Park Group, Pimco, Gurtin Municipal Bond Management, The Meyer Shaffer Company Llc, and Riposte Management Llc.

Who are Alex Etzkowitz, Cfa's colleagues at Jordan Park Group?

Alex Etzkowitz, Cfa's colleagues at Jordan Park Group include Isabel Llach, Matthew Eigen, Margot Steiner, Karen Zaleski, and Gavin Peterson.

How can I contact Alex Etzkowitz, Cfa?

You can use AeroLeads to view verified contact signals for Alex Etzkowitz, Cfa at Jordan Park Group, including work email, phone, and LinkedIn data when available.

What schools did Alex Etzkowitz, Cfa attend?

Alex Etzkowitz, Cfa holds Master Of Business Administration (M.B.A.), Finance, Dean'S Honors from Columbia Business School.

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