![Alex Altman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Alex Altman is Associate at Mount Yale Capital Group LLC.
He is responsible for conducting alternative product due diligence for the firm’s asset management platform and proprietary investment vehicles.
Prior to joining Mount Yale in 2015, Mr. Altman was a member of U.S.
Bank’s Wealth Management division where he worked with the investment products team.
Mr. Altman holds a B.S.B. in Finance from the Carlson School of Management at the University of Minnesota.
Former positions of Alex Altman
| Companies | Position | End |
|---|---|---|
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale’s investment approach combines proprietary risk management, due diligence, experienced portfolio construction and portfolio monitoring. Their strategic asset allocation serves as the foundation for market exposure over the long-term. Based on market conditions, the firm allocates to major asset classes, including equities, fixed income, and alternative assets. | Analyst-Equity | 2019-12-31 |
Training of Alex Altman
Experiences
Positions held
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Listed companies
Private companies
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1
1st degree connections
2
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Mount Yale Capital Group LLC
Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale’s investment approach combines proprietary risk management, due diligence, experienced portfolio construction and portfolio monitoring. Their strategic asset allocation serves as the foundation for market exposure over the long-term. Based on market conditions, the firm allocates to major asset classes, including equities, fixed income, and alternative assets. | Finance |
The Curtis L. Carlson School of Management
 The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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