Alexandria Capital, LLC
Industry: Company
DescriptionFounded: 1988
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Alexandria Capital, LLC Employees
Employee
Years
Job
Industry
Nayivi Velez, CFP®, MBA Nayivi Velez, CFP®, MBA's Alexandria Capital, LLC Experience October 2012 - Present
Job Financial Planner at Alexandria Capital, LLC
Industry Financial Services
Experience
Alexandria Capital, LLC October 2012 - Present
Skills
Strategic Financial..., Investments, Financial Services, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Finance, Asset Allocation, Estate Planning, Retirement, Investment Strategies, High Net Worth..., Personal Finance, IRAs, Certified Financial..., Asset Management, Financial Planning
Education
University of California, Los Angeles 2001 — 2005
Bachelors, Political Science, History
California Lutheran University 2007 — 2010
MBA, Financial Planning
Alexandria Capital, LLC October 2012 - Present
Skills
Strategic Financial..., Investments, Financial Services, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Finance, Asset Allocation, Estate Planning, Retirement, Investment Strategies, High Net Worth..., Personal Finance, IRAs, Certified Financial..., Asset Management, Financial Planning
Education
University of California, Los Angeles 2001 — 2005
Bachelors, Political Science, History
California Lutheran University 2007 — 2010
MBA, Financial Planning
Theresa Lee, CFP® Theresa Lee, CFP®'s Alexandria Capital, LLC Experience October 2003 - Present
Job Chief Operating Officer at Alexandria Capital, LLC
Industry Investment Management
Experience
Alexandria Capital, LLC October 2003 - Present
Skills
Asset Management, Portfolio Management, Investments, Business Strategy
Education
Parsons School of Design
Bachelor of Fine Arts (BFA)
Georgetown University
Certificate in Financial Planning
Alexandria Capital, LLC October 2003 - Present
Skills
Asset Management, Portfolio Management, Investments, Business Strategy
Education
Parsons School of Design
Bachelor of Fine Arts (BFA)
Georgetown University
Certificate in Financial Planning
Charles J. D'Angelo, CFA, CPWA Charles J. D'Angelo, CFA, CPWA's Alexandria Capital, LLC Experience November 2011 - Present
Job Director of Research at Alexandria Capital, LLC
Industry Investment Management
Experience
Alexandria Capital, LLC November 2011 - Present
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Hedge Funds
Education
Concordia University 1999 — 2001
Bachelor of Commerce (B.Com.), Finance, General
University of King's College 1998 — 1999
Philosophy
Dawson College 1997 — 1998
Liberal Arts and Sciences/Liberal Studies
Loyola High School 1992 — 1997
High School
Alexandria Capital, LLC November 2011 - Present
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Hedge Funds
Education
Concordia University 1999 — 2001
Bachelor of Commerce (B.Com.), Finance, General
University of King's College 1998 — 1999
Philosophy
Dawson College 1997 — 1998
Liberal Arts and Sciences/Liberal Studies
Loyola High School 1992 — 1997
High School
Matthew Manion's Alexandria Capital, LLC Experience July 2013 - February 2015
Job Full Stack Web Developer
Industry Investment Management
Experience
Alexandria Capital, LLC July 2013 - February 2015
Hydros Bottles LLC July 2012 - March 2013
GECO Hotel Collection January 2012 - May 2012
Skills
Event Planning, Marketing, Social Media, PowerPoint, Economics, Event Management, Financial Analysis, Series 65, Registered Investment..., Investment Advisory, Economic Research, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, SPSS, Public Speaking, Customer Service, Social Networking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Arts (BA), International Relations; Political Science
Florence University of the Arts 2012 — 2012
DeMatha Catholic High School 2005 — 2009
Alexandria Capital, LLC July 2013 - February 2015
Hydros Bottles LLC July 2012 - March 2013
GECO Hotel Collection January 2012 - May 2012
Skills
Event Planning, Marketing, Social Media, PowerPoint, Economics, Event Management, Financial Analysis, Series 65, Registered Investment..., Investment Advisory, Economic Research, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, SPSS, Public Speaking, Customer Service, Social Networking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Arts (BA), International Relations; Political Science
Florence University of the Arts 2012 — 2012
DeMatha Catholic High School 2005 — 2009
Aleena Gardezi's Alexandria Capital, LLC Experience October 2013 - May 2014
Job Communications Specialist at COPD Foundation, Managing Editor COPD Digest
Industry Newspapers
Experience
COPD Foundation December 2014 - Present
Socially-Social September 2012 - Present
Alexandria Capital, LLC October 2013 - May 2014
Diverse: Issues In Higher Education October 2012 - August 2013
Informa Inc October 2010 - January 2012
Institutional Investor May 2010 - August 2010
Voice of America December 2007 - October 2008
Media Research Center CNS NEWS September 2007 - August 2008
WDBJ7 CBS News August 2005 - December 2005
Dow Jones/VCU Urban Journalism Workshop July 2004 - July 2004
Skills
Video Editing, Content Writing, News Writing, Journalism, Ap Style, Online Journalism, Copy Editing, Storytelling, Editing, Feature Articles, Web Content, Newspaper, Editorial, InCopy, Blogging, Media Relations, Newsletters, Investigative Reporting, Breaking News, Proofreading, Newspapers, AP Style, Publications, Publishing, Strategic Communications, Final Cut Pro, Online Marketing, Multimedia, Advertising, Social Media, Broadcast, InDesign, Television, Digital Media, Content Development, Magazines, Content Strategy, Content Management, New Media, Copywriting, Press Releases, Web Content Management, Web Analytics, Interviews, Photoshop, Audio Editing, WordPress, Social Networking, Facebook, Publicity
Education
George Mason University 2003 — 2009
B.A, English
Cave Spring High School 1999 — 2003
Advanced Studies Diploma
COPD Foundation December 2014 - Present
Socially-Social September 2012 - Present
Alexandria Capital, LLC October 2013 - May 2014
Diverse: Issues In Higher Education October 2012 - August 2013
Informa Inc October 2010 - January 2012
Institutional Investor May 2010 - August 2010
Voice of America December 2007 - October 2008
Media Research Center CNS NEWS September 2007 - August 2008
WDBJ7 CBS News August 2005 - December 2005
Dow Jones/VCU Urban Journalism Workshop July 2004 - July 2004
Skills
Video Editing, Content Writing, News Writing, Journalism, Ap Style, Online Journalism, Copy Editing, Storytelling, Editing, Feature Articles, Web Content, Newspaper, Editorial, InCopy, Blogging, Media Relations, Newsletters, Investigative Reporting, Breaking News, Proofreading, Newspapers, AP Style, Publications, Publishing, Strategic Communications, Final Cut Pro, Online Marketing, Multimedia, Advertising, Social Media, Broadcast, InDesign, Television, Digital Media, Content Development, Magazines, Content Strategy, Content Management, New Media, Copywriting, Press Releases, Web Content Management, Web Analytics, Interviews, Photoshop, Audio Editing, WordPress, Social Networking, Facebook, Publicity
Education
George Mason University 2003 — 2009
B.A, English
Cave Spring High School 1999 — 2003
Advanced Studies Diploma
Augustine Hong's Alexandria Capital, LLC Experience April 2010 - Present
Job CEO, investor, Entrepreneur
Industry Investment Management
Experience
Alexandria Capital, LLC April 2010 - Present
Botree Capital Partners, LLC 2001 - Present
ImaginAsian Entertainment, Inc. 2007 - 2009
Princeton Advisory Group, Inc. 2003 - 2006
Skills
Estate and Wealth Mgmt, Alternative Investments, Hedge Funds, Investment Management, Private Client Services, Family Office Portfolio..., Private Equity, Investments, New Venture Development, Angel Investing, International Business..., Private Clients, Asset Allocation, Asset Management, Investment Advisory, Organizational..., Strategic Leadership, Investment Strategies, Bloomberg
Education
Binghamton University - School of Management
BS, Business Management
Alexandria Capital, LLC April 2010 - Present
Botree Capital Partners, LLC 2001 - Present
ImaginAsian Entertainment, Inc. 2007 - 2009
Princeton Advisory Group, Inc. 2003 - 2006
Skills
Estate and Wealth Mgmt, Alternative Investments, Hedge Funds, Investment Management, Private Client Services, Family Office Portfolio..., Private Equity, Investments, New Venture Development, Angel Investing, International Business..., Private Clients, Asset Allocation, Asset Management, Investment Advisory, Organizational..., Strategic Leadership, Investment Strategies, Bloomberg
Education
Binghamton University - School of Management
BS, Business Management
Eli Weissman Eli Weissman's Alexandria Capital, LLC Experience February 2014 - Present
Job Advisor at Alexandria Capital: Comprehensive Wealth Management & Investment Planning
Industry Financial Services
Experience
Alexandria Capital, LLC February 2014 - Present
Sustainable Forestry Initiative, Inc. 2012 - 2013
Weissman Federal Strategies 2011 - 2012
U.S. Water Alliance 2009 - 2011
American Rivers 2004 - 2009
The Ocean Conservancy 1999 - 2004
U.S. Representative Frank Pallone Jr. 1998 - 1999
Education
Georgetown University
Executive Certificiate in Financial Planning
University of Washington
Master of Marine Affairs
University of Washington
Foster School of Business
University of Vermont
Bachelor of Science
Williams College
Alexandria Capital, LLC February 2014 - Present
Sustainable Forestry Initiative, Inc. 2012 - 2013
Weissman Federal Strategies 2011 - 2012
U.S. Water Alliance 2009 - 2011
American Rivers 2004 - 2009
The Ocean Conservancy 1999 - 2004
U.S. Representative Frank Pallone Jr. 1998 - 1999
Education
Georgetown University
Executive Certificiate in Financial Planning
University of Washington
Master of Marine Affairs
University of Washington
Foster School of Business
University of Vermont
Bachelor of Science
Williams College
Nancy Bernier's Alexandria Capital, LLC Experience December 2006 - Present
Job Operations, Client Service at Alexandria Capital
Industry Financial Services
Experience
Alexandria Capital, LLC December 2006 - Present
Education
University of Massachusetts Boston
Alexandria Capital, LLC December 2006 - Present
Education
University of Massachusetts Boston
J. Edward Lee's Alexandria Capital, LLC Experience 2014 - Present
Job Digital Media and IT Executive
Industry Internet
Experience
Alexandria Capital, LLC 2014 - Present
Mobilecom Technologies 2012 - 2015
Consumer Transactions 2009 - 2012
ImaginAsian Entertainment 2005 - 2008
Kotannia 2004 - 2005
Predictive Media 2002 - 2004
WorldGate Communications 1995 - 2000
Education
Boston University
BS, Engineering
Alexandria Capital, LLC 2014 - Present
Mobilecom Technologies 2012 - 2015
Consumer Transactions 2009 - 2012
ImaginAsian Entertainment 2005 - 2008
Kotannia 2004 - 2005
Predictive Media 2002 - 2004
WorldGate Communications 1995 - 2000
Education
Boston University
BS, Engineering
Yuli Yeliseyev's Alexandria Capital, LLC Experience Portfolio ManagerMcLean Asset Management Corp.2012 - 2012
Job Experienced Financial Professional
Industry Financial Services
Experience
Alexandria Capital, LLC Portfolio ManagerMcLean Asset Management Corp.2012 - 2012
The Monitor Group 2008 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Investments, Valuation, Leadership, Strategic Financial...
Education
University of Rochester
MBA, Finance
Alexandria Capital, LLC Portfolio ManagerMcLean Asset Management Corp.2012 - 2012
The Monitor Group 2008 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Investments, Valuation, Leadership, Strategic Financial...
Education
University of Rochester
MBA, Finance
Jon Courtney's Alexandria Capital, LLC Experience October 2012 - Present
Job Financial Planner at Alexandria Capital
Industry Investment Management
Experience
Alexandria Capital, LLC October 2012 - Present
Summit Wealth Management Inc August 2008 - September 2012
The Glowacki Group April 2007 - August 2008
Banc of America Investments May 2006 - February 2007
Bank of America July 1999 - May 2006
Skills
Investment Advisory, Retirement Planning, Wealth Management, Wealth Management..., Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Certified Financial..., Personal Financial..., Investment Management, Holistic Financial..., High Net Worth..., Retirement, Series 7, IRAs, Wealth Preservation..., Variable Annuities, Saving for Education
Education
California Lutheran University 2004 — 2006
MBA, Financial Planning
University of Southern California 2001 — 2004
BA, Economics
Moorpark Highschool 1996 — 1999
Alexandria Capital, LLC October 2012 - Present
Summit Wealth Management Inc August 2008 - September 2012
The Glowacki Group April 2007 - August 2008
Banc of America Investments May 2006 - February 2007
Bank of America July 1999 - May 2006
Skills
Investment Advisory, Retirement Planning, Wealth Management, Wealth Management..., Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Certified Financial..., Personal Financial..., Investment Management, Holistic Financial..., High Net Worth..., Retirement, Series 7, IRAs, Wealth Preservation..., Variable Annuities, Saving for Education
Education
California Lutheran University 2004 — 2006
MBA, Financial Planning
University of Southern California 2001 — 2004
BA, Economics
Moorpark Highschool 1996 — 1999
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY