Alejandro Sotolongo, CFA, FRM

als1012@gmail.com

Summary

I am an investment professional with 17 years of experience managing portfolios for high-net-worth families and institutional investors. I enjoy applying a hybrid background in fundamental economics and finance and quantitative data-science to help clients achieve their goals.

Experience

Senior Vice President - Portfolio Construction
Diversified Trust Apr 2021 to Present

  • Responsible for investment portfolio construction for $3 billion of commingled investments across multiple asset classes and model portfolios for five levels of risk.
  • Serve as an internal resource for client facing Portfolio Managers to help with complex challenges such as low cost basis securities, tax-aware optimization, performance analytics, and macro-economic analysis.
  • Member of asset allocation committee to determine model portfolio advice across the firm.
  • Conduct manager due diligence with an emphasis on style and factor analysis and portfolio fit.

Portfolio Manager
Forefront Analytics Jun 2015 to Apr 2021

  • Managed multi-asset portfolios for high-net-worth families and OCIO mandates ranging from 3 MM to 100 MM USD.
  • Presented performance analysis, current market themes, and Forefront’s risk-managed investment philosophy to current and prospective clients.
  • Voted in Investment Committee meetings to determine model portfolio rebalances based on capital market expectations, in-house quantitative signals, and macroeconomic conditions.
  • Traded ETFs, mutual funds, stocks, and bonds across multiple custodians to implement portfolio rebalances, cash raises, and tax loss harvesting.

Investment Analyst
North Carolina Department of State Treasurer Jan 2011 to Jul 2014

  • Conducted multi-asset research for the $100 billion state employee pension with a focus on risk / reward trade-offs such as mean / variance and long-term funded ratio / short-term drawdowns.

Education

M.S. Financial Engineering
Temple University Aug 2014 to May 2015

  • Applied mathematics and statistics towards financial markets
  • GPA 3.97

B.S. Business Administration
East Carolina University Aug 2003 to May 2007

  • Concentration in Finance