Steven Alexson
Chief Operating Officer at Surlamer Investments LLC
Profile
Steven Alexson was the founder of Alpha Cubed Investments LLC (founded in 2011) and Alexson Bros.
(founded in 2015) where he held the titles of President & Lead Portfolio Manager and President & Chief Investment Officer, respectively.
He is currently the Chief Operating Officer at Surlamer Investments LLC (since 2022).
Mr. Alexson's former jobs include Senior Managing Director at Paulson Investment Co. LLC (2021), Senior Director-Investments at Miven Family Office (2005-2011), Managing Director & Principal at Nuvest Ventures LLC (2019-2021), and Research Analyst at Citigroup Global Markets, Inc. (Broker) (2004).
He also held a Principal title at Salomon Smith Barney, Inc. Mr. Alexson received his undergraduate degree from the University of California, Santa Barbara in 1998 and his MBA degree from Paul Merage School of Business in 2009.
Steven Alexson active positions
| Companies | Position | Start |
|---|---|---|
Surlamer Investments LLC
 Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Chief Operating Officer | 2021-12-31 |
Former positions of Steven Alexson
| Companies | Position | End |
|---|---|---|
Paulson Investment Co. LLC
 Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Private Equity Investor | 2021-12-30 |
Nuvest Ventures LLC
 Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Private Equity Investor | 2021-04-29 |
Alexson Bros.
 Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Founder | 2019-11-29 |
Alpha Cubed Investments LLC
 Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Founder | 2015-09-29 |
Miven Family Office
 Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Corporate Officer/Principal | 2011-11-29 |
Training of Steven Alexson
| University of California, Santa Barbara | Undergraduate Degree |
| Paul Merage School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Paulson Investment Co. LLC
Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Finance |
| Salomon Smith Barney, Inc. | Finance |
Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |
Alexson Bros.
Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Finance |
Miven Family Office
Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Finance |
Nuvest Ventures LLC
Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Finance |
Surlamer Investments LLC
Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Finance |
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