Alejandro Sotolongo

Alejandro Sotolongo has a strong background in portfolio management and investment analysis. Alejandro currently holds the position of Vice President of Portfolio Construction at Diversified Trust, a role they have held since April 2021. Prior to this, they worked at Forefront Analytics, LLC as a Portfolio Manager for six years, where they managed multi-asset model portfolios for high net worth families and investment mandates. Alejandro presented performance analysis and market themes to clients and actively participated in investment committee meetings. Earlier in their career, Alejandro served as a Senior Investment Analyst at the North Carolina Department of State Treasurer, conducting multi-asset research and developing applications for portfolio evaluation. Alejandro also has experience in investment education, having worked as a Defined Contribution Retirement Plan Associate at Fidelity Investments. Alejandro began their career as an intern at Self-Help.

Alejandro Sotolongo completed their education as follows:

From 2014 to 2015, Alejandro pursued a Master of Science (M.S.) degree in Financial Engineering at Temple University.

Prior to that, they attended East Carolina University from 2003 to 2007, where they obtained a Bachelor of Science (B.S.) degree in Finance.

In terms of additional certifications, Alejandro received the following:

In December 2019, they completed a course in Scientific Computing and Python for Data Science from WorldQuant University.

In July 2015, they obtained the certification of Financial Risk Manager, certified by the Global Association of Risk Professionals (GARP).

Additionally, in May 2015, Alejandro earned the CFA Charter certification from the CFA Institute.