John Alexander
Immigration Specialist at Ignatian Volunteer Corps- Claim this Profile
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French Full professional proficiency
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Spanish Full professional proficiency
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Arabic Elementary proficiency
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Italian Elementary proficiency
Topline Score
Bio
LinkedIn User
John is a knowledgeable, articulate, and conscientious investment professional. His numerous roles, depth of experience, and enthusiasm make him an advisor's advisor.
Lindsey Nadel
John is a thoughtful Investment Strategist who consistently delivers superior advice to his clients. He is a collaborative co-worker who often takes on leadership responsibilities. John willingly shares his knowledge with those around him, benefitting his clients and colleagues alike.
LinkedIn User
John is a knowledgeable, articulate, and conscientious investment professional. His numerous roles, depth of experience, and enthusiasm make him an advisor's advisor.
Lindsey Nadel
John is a thoughtful Investment Strategist who consistently delivers superior advice to his clients. He is a collaborative co-worker who often takes on leadership responsibilities. John willingly shares his knowledge with those around him, benefitting his clients and colleagues alike.
LinkedIn User
John is a knowledgeable, articulate, and conscientious investment professional. His numerous roles, depth of experience, and enthusiasm make him an advisor's advisor.
Lindsey Nadel
John is a thoughtful Investment Strategist who consistently delivers superior advice to his clients. He is a collaborative co-worker who often takes on leadership responsibilities. John willingly shares his knowledge with those around him, benefitting his clients and colleagues alike.
LinkedIn User
John is a knowledgeable, articulate, and conscientious investment professional. His numerous roles, depth of experience, and enthusiasm make him an advisor's advisor.
Lindsey Nadel
John is a thoughtful Investment Strategist who consistently delivers superior advice to his clients. He is a collaborative co-worker who often takes on leadership responsibilities. John willingly shares his knowledge with those around him, benefitting his clients and colleagues alike.
Credentials
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CFA
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CFP
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Series 63
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Series 7
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Experience
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Ignatian Volunteer Corps
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Immigration Specialist
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2018 - Present
Represent Sisters of Charity of St. Vincent de Paul on various community groups dedicated to improving the lot of immigrants in the United States. Represent Sisters of Charity of St. Vincent de Paul on various community groups dedicated to improving the lot of immigrants in the United States.
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Citibank
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New York, NY
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Senior Investment Advisor
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2004 - 2018
Advised UHNW clients on range of investments including proprietary and third-party traditional long-only styles, hedge funds, private equity, real estate, and capital market structures and strategies. Managed client base of individuals with net worth in excess of $50MM, including real estate investors, entrepreneurs, financial sponsors, tax-exempt entitites, and family office groups. Generated annual investments revenues >$10MM. Tripled investment product diversification by client relationships across platform . Enhanced risk-adjusted returns on client portfolios by defining risk budget framework and executing appropriatge asset allocation. Show less
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Bank Julius Baer
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New York, NY
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Investment Strategist
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2001 - 2003
Managed team of four investment professionals. Created process for communicating investment outlook, philosophy and recommendations in weekly meetings, small and large group presentations, and written publications. Strengthened investment compliance oversight; Bank received highest rating in OCC 2002 audit. Managed team of four investment professionals. Created process for communicating investment outlook, philosophy and recommendations in weekly meetings, small and large group presentations, and written publications. Strengthened investment compliance oversight; Bank received highest rating in OCC 2002 audit.
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Portfolio Manager/Family Advisor
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1997 - 2001
Responsible for client assets of more than $1BN. Advised clients on intra-generational issues, evaluation of private investment projects and general investment and financail issues. Responsible for client assets of more than $1BN. Advised clients on intra-generational issues, evaluation of private investment projects and general investment and financail issues.
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Bankers Trust Company
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Geneva, Switzerland
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Investment Team Leader
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1991 - 1994
Directed 8-person investment team located in Geneva and Zurich plus 12-person branch in Geneva. Restructued and returned team to profitability following key personnel departures. Directed 8-person investment team located in Geneva and Zurich plus 12-person branch in Geneva. Restructued and returned team to profitability following key personnel departures.
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Senior Portfolio Manager
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1981 - 1991
Managed global discretionary assets for clients from Latin America, Europe and the Middle East. Advised on/Cross-sold fiduciary services, specialty funds, credit facilities, and derivatives-based investments. Managed global discretionary assets for clients from Latin America, Europe and the Middle East. Advised on/Cross-sold fiduciary services, specialty funds, credit facilities, and derivatives-based investments.
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Education
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Georgetown University Walsh School of Foreign Service
Master of Arts - MA, Economics/Arab Studies -
Occidental College
Bachelor of Arts - BA, History and French -
Occidental College
Bachelor of Arts - BA
Community
