ALEX SHAHIDI is a leading investment consultant managing
multi-billion dollar portfolios. He focuses on advising large
pension funds, foundations, endowments, and ultra-high-net-worth
families, and is responsible for managing over $13 billion in
assets. Alex is a Chartered Financial Analyst Charterholder,
Certified Investment Management Analyst, and a Certified Financial
Planner. Since 2008, he has consistently been recognized as one of
the top financial advisors in the country by national publications
such as Barron's, Worth, and On Wall Street.
His comments about asset allocation have been referenced in the
Wall Street Journal, MarketWatch, Money News,
and Advisor Perspectives.