Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Alexander Pock

Alexander Pock

Portfolio Manager

Central Coast, California

  • Alexander is responsible for the securities rebalancing and trading that keeps clients’ accounts aligned with their individual investment strategies. He is responsible for setup and maintenance of the firm’s Tamarac software platforms, as well as quarterly report generation, fee submissions, and assuring private equity positions are correctly coded in Tamarac.

  • He has more than 15 years of experience rebalancing portfolios utilizing Portfolio Center, iRebal, and Tamarac.

  • Alexander holds a B.S. in Electronic Engineering from Cal Poly San Luis Obispo.

  • When not immersed in trading and information technology, he enjoys mountain biking, hiking, camping, cooking and baking.

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