Alex Shahidi

Alex Shahidi

Gründer bei Advanced Research Investment Solutions LLC

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Profil

Mr. Alex Shahidi, CFA, is a Managing Partner & Co-Chief Investment Officer at Evoke Wealth LLC and at Advanced Research Investment Solutions LLC.
He focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families.
He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans.
He has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios.
He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets.
In 2014, He co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts.
In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country.
ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets.
He graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law.
He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California.

Aktive Positionen von Alex Shahidi

UnternehmenPositionBeginn
Gründer 01.01.2014
Chief Investment Officer 01.05.2020
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University of California Graduate Degree

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