Full Name
Alex Riedel
Job Title
Managing Director, Head of Client Portfolio Management
Company
Advyzon Investment Management
Speaker Bio
Alex Riedel is Managing Director, Head of Client Portfolio Management with Advyzon Investment Management (AIM) starting November 28, 2022. Alex provides expert investment and portfolio construction consultation to advisors working with AIM to help them meet their client’s goals. Alex brings over 25 years of investment experience to the role. Before joining AIM, he began his career as a representative with Olde Discount Stockbrokers. Next, he joined Mercer Investment Consulting as an analyst where he helped consult institutional defined benefits plans on asset allocation policy and manager selection. Next, Alex joined Ibbotson Associates where he was a featured asset allocation speaker and was the lead client service manager in configuring an asset allocation tool for institutional clients. Following Morningstar’s acquisition of Ibbotson Associates, Alex built and led Morningstar Investment Management’s portfolio specialist team. Alex earned his Bachelor’s Degree in Finance from the University of Illinois Urbana-Champaign.
Alex Riedel