Alex Greenspan

Portfolio Manager-Equities at

Bank of America, NA (Private Banking)

Finance

Consumer Services

Profile

Alex Greenspan is currently Vice President & Portfolio Manager at Bank of America, NA (Private Banking) since 2024.
Formerly, Mr. Greenspan worked as an Investment Analyst at McLean Asset Management Corp.
from 2020 to 2022.
Mr. Greenspan completed an undergraduate degree at Washington & Lee University in 2018.

Alex Greenspan active positions

Companies	Position	Start
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Portfolio Manager-Equities	01/05/2022

All active positions of Alex Greenspan

Former positions of Alex Greenspan

Companies	Position	End
McLean Asset Management Corp. McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents.	Analyst-Equity	01/05/2022

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Linked companies

Private companies	3
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
McLean Asset Management Corp. McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents.	Finance