Alex Greenspan

Gestor de Cartera-Acciones en

Bank of America, NA (Private Banking)

Finance

Consumer Services

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Alex Greenspan is currently Vice President & Portfolio Manager at Bank of America, NA (Private Banking) since 2024.
Formerly, Mr. Greenspan worked as an Investment Analyst at McLean Asset Management Corp.
from 2020 to 2022.
Mr. Greenspan completed an undergraduate degree at Washington & Lee University in 2018.

Cargos activos de Alex Greenspan

Empresas	Cargo	Inicio
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Gestor de Cartera-Acciones	01/05/2022

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Empresas	Cargo	Fin
McLean Asset Management Corp. McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents.	Analyst-Equity	01/05/2022

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Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
McLean Asset Management Corp. McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents.	Finance