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Alex Shafran, CFA, Senior Vice President, is head of performance and client reporting. He has more than 20 years of industry experience. Prior to joining the firm in early 2017, Mr. Shafran was with AllianceBernstein, where he oversaw post-investment portfolio analytics across all products in support of client servicing, marketing, risk and portfolio management. Previously, he was part of the global portfolio strategy group on Bernstein’s sell-side research team, and held project and operations management positions within Bernstein’s fixed income department and was part of the investment planning team within Bernstein’s wealth management division. Mr. Shafran has an MA from New York University and is based in New York.
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