Alberto is a member of the Investment Team and is based in the firm’s New York City office. As an associate, he focuses on trading and portfolio management.
With over four years of experience as an equity trader, Alberto has also researched potential merger and acquisition targets. He holds a bachelor’s degree in Political Science from University of California – Davis.
Originally from the San Francisco Bay Area, Alberto enjoys spending time exploring new neighborhoods and staying active.
Previous Experience
- Research Associate at Carriage Hill
- Retail Equity Trader
- Intra-Day Equity Trader at T3 Trading Group
Education & Credentials
- BA, University of California – Davis, Political Science, concentration in Public Policy
- Series 57 license
- SIE license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
