Alex Knapp
Portfolio Manager-Equities at Thomas J. Herzfeld Advisors, Inc.
Profile
Mr. Alexander N.
Knapp, CFA, is a Portfolio Manager for the private funds business at Thomas J.
Herzfeld Advisors, Inc.
Before joining Thomas J.
Herzfeld Advisors, Inc., Mr. Knapp had extensive experience across international banking, asset management, wealth management and alternative investment funds.
He was formerly an Investment Specialist for Aviva Investors covering alternative fixed income strategies.
He also served as a Portfolio Manager and Head of Liquid Alternatives for Ballentine Partners.
He received his undergraduate degree from Bentley University and holds FINRA Series 65 and is a Chartered Financial Analyst charterholder.?
Alex Knapp active positions
Companies | Position | Start |
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Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Portfolio Manager-Equities | 01/07/2018 |
Former positions of Alex Knapp
Companies | Position | End |
---|---|---|
Banco Santander SA (Miami)
Banco Santander SA (Miami) Investment Banks/BrokersFinance Miami-based Banco Santander International (BSI), with approximately $10 billion under management, is the flagship bank for the Private Banking Division of Spain Banco Santander, the world's 12th largest financial institution. BSI caters to clients in the highly competitive Latin American private banking market. | Corporate Officer/Principal | - |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 01/01/2011 |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Analyst-Equity | - |
Training of Alex Knapp
Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Banco Santander SA (Miami)
Banco Santander SA (Miami) Investment Banks/BrokersFinance Miami-based Banco Santander International (BSI), with approximately $10 billion under management, is the flagship bank for the Private Banking Division of Spain Banco Santander, the world's 12th largest financial institution. BSI caters to clients in the highly competitive Latin American private banking market. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Finance |
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