Profile
Mr. Alex Revelle is a Senior Investment Associate at Wetherby Asset Management, Inc. As an Investment Associate, he focuses on supporting the research team in money manager due diligence, portfolio attribution analysis and model maintenance.
He participates in the development of research collateral, both internal and external, and act as a liaison between the research team and the broader firm.
Additionally, he support Wetherby’s internal committees involved in the research and investment process as well as the firm’s broader communication efforts.
He joined Wetherby in 2014.
Mr. Revelle previously worked on Customer Relationship Management projects and communication initiatives at Dodge & Cox, Business Integrations Team in 2014.
He received his BBA in Business Administration, magna cum laude, from University of San Diego.
Former positions of Alex Revelle
| Companies | Position | End |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 2022-04-30 |
Training of Alex Revelle
| University of San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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