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Alex Etzkowitz, Cfa is listed as Vice President, Investment Management at Jordan Park at Jordan Park Group, a company 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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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.
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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.
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.
Solana Beach, CA
Served as the lead strategist and client portfolio manager at a boutique municipal bond manager specialized in investment grade SMAs.
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.
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.
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.
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.
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.
Researched policy issues, including school governance, middle school education, subsidized housing, and local administration of the federal food stamp program.
Other employees you can reach at jordan-park.com. View company contacts for 82 employees →
Justin Glasgow
Colleague at Jordan Park Group
United States, United States
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Anthony K.
Colleague at Jordan Park Group
Oakland, California, United States, United States
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Kevin Saupe
Colleague at Jordan Park Group
Walnut Creek, California, United States, United States
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Emily Schiller
Colleague at Jordan Park Group
San Francisco, California, United States, United States
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IL
Isabel Llach
Colleague at Jordan Park Group
Boston, Massachusetts, United States, United States
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MH
Michele Hom, Cfp®
Colleague at Jordan Park Group
New York City Metropolitan Area, United States
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PP
Patrice Phung
Colleague at Jordan Park Group
San Francisco, California, United States, United States
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KM
Katie Mccluskey
Colleague at Jordan Park Group
San Francisco, California, United States, United States
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MG
Megan Griffin
Colleague at Jordan Park Group
New York, New York, United States, United States
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CA
Clay Adams
Colleague at Jordan Park Group
San Francisco, California, United States, United States
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Quick answers generated from the profile data available on this page.
Alex Etzkowitz, Cfa works for Jordan Park Group.
Alex Etzkowitz, Cfa is listed as Vice President, Investment Management at Jordan Park at Jordan Park Group.
Alex Etzkowitz, Cfa is based in Newport Beach, California, United States while working with Jordan Park Group.
Alex Etzkowitz, Cfa has worked for Jordan Park Group, Pimco, Gurtin Municipal Bond Management, The Meyer Shaffer Company Llc, and Riposte Management Llc.
Alex Etzkowitz, Cfa's colleagues at Jordan Park Group include Justin Glasgow, Anthony K., Kevin Saupe, Emily Schiller, and Isabel Llach.
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.
Alex Etzkowitz, Cfa holds Master Of Business Administration (M.B.A.), Finance, Dean'S Honors from Columbia Business School.
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