Alex is a Senior Investment Analyst at Mason & Associates. Alex works closely with the firm’s principal and investment committee in overseeing the development, implementation and risk management of Mason & Associates’ investment strategies.
Prior to joining Mason & Associates, Alex was a senior analyst at Stonemark Wealth Management, (formerly WESPAC Advisors SoCal), where he collaborated with the Chief Investment Officer in developing, implementing and managing the firm’s investment portfolio strategies. Additionally, he was responsible for research & trading, and analyzing securities and economic trends. Prior to joining Stonemark, Alex was a credit research analyst on the municipal trading desk at Hilltop Securities, (formerly Southwest Securities), where he was responsible for providing fundamental research and financial analysis on municipal credit markets in various sectors.
Alex graduated from the University of California, Riverside with a B.S. in Business Administration and received an MBA in finance from the Graziadio School of Business and Management at Pepperdine University. Alex is currently a Level II candidate of the CFA program. In his free time, he enjoys traveling and is an avid runner who has participated in numerous races throughout the country.