Alfonso Tovar
- Investment Administrator
- Seattle
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Alfonso supports the investment team in all aspects of investment management including trade execution, investment research and analysis, performance measurement, investment compliance, and client reporting.
Prior to joining Perkins Coie Trust Company, Alfonso served as a portfolio management associate at Principal Financial Group Inc., where he performed research for public U.S. equities, supported front- and middle-office portfolio operations, and managed the firm’s quantitative investment model. In this role, Alfonso supported four investment strategies totaling over $20 billion in assets under management.
Areas of focus
Services
Education & Credentials
Education
- University of Washington, B.S.S.A., Finance
Related Employment
- Principal Financial Group Inc., Portfolio Management Associate, 2021-2025