Auteur: Alex Shahidi

ALEX SHAHIDI is a leading investment consultant managing multi-billion dollar portfolios. He focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, and is responsible for managing over $13 billion in assets. Alex is a Chartered Financial Analyst Charterholder, Certified Investment Management Analyst, and a Certified Financial Planner. Since 2008, he has consistently been recognized as one of the top financial advisors in the country by national publications such as Barron”s, Worth, and On Wall Street. His comments about asset allocation have been referenced in the Wall Street Journal, Market Watch, Money News, and Advisor Perspectives.