Alonso Serrano
Trading Analyst at Kovitz | Greater Chicago Area, United States
Alonso Serrano’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Trading Analyst at Kovitz in May 2022 - Present
Wealth Management Intern at Morgan Stanley in June 2021 - May 2022
Host/food runner/busser at Koi Fine Asian Cuisine & Lounge in February 2021 - June 2021
Quinlan School of Business, Loyola University Chicago, January 2018 to January 2022
Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. For inquiries related to job opportunities, applications, or our recruitment process, please contact our Talent Acquisition team at [email protected]. Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients. Regulatory Documents: https://www.kovitz.com/regulatory-documents
Discover more about KovitzWealth Planning Analyst at Kovitz
Wealth Planning Analyst at Kovitz
(August 2023 – Present)
Wealth Advisor at Kovitz
Wealth Advisor at Kovitz
(April 2020 – Present)
Senior Financial Advisor at Kovitz
Senior Financial Advisor at Kovitz
(January 2011 – Present)
Principal and Portfolio Manager - Kovitz, Madison, WI
Principal and Portfolio Manager, Kovitz, Madison-WI at Kovitz
(January 2019 – Present)
Senior Accountant at Kovitz Investment Group Partners
Senior Accountant at Kovitz
(April 2022 – Present)
Wealth Planner at Kovitz
Wealth Planner at Kovitz
(September 2023 – Present)
What is Alonso Serrano email address?
Email Alonso Serrano at [email protected], [email protected] and [email protected]. This email is the most updated Alonso Serrano's email found in 2026.
What is Alonso Serrano phone number?
Alonso Serrano phone number is 6615427010 and 7084841324.
How to contact Alonso Serrano?
To contact Alonso Serrano send an email to [email protected], [email protected] or [email protected]. If you want to call Alonso Serrano try calling on 6615427010 and 7084841324.
What company does Alonso Serrano work for?
Alonso Serrano works for Kovitz.
What is Alonso Serrano's role at Kovitz?
Alonso Serrano is Trading Analyst