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Alex Shahidi
Gründer bei Advanced Research Investment Solutions LLC
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
Unternehmen | Position | Beginn |
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Advanced Research Investment Solutions LLC
![]() Advanced Research Investment Solutions LLC Investment ManagersFinance Advanced Research Investment Solutions LLC (ARIS) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Alex Shahidi and Damien Bisserier in 2014 as Kristy Advisors LLC. They are wholly-owned by Evoke Holdings LLC. ARIS provides investment advisory services to pension and profit-sharing plans, pooled investment vehicles, endowments, charitable organizations, guilds and health plans, investment companies, family offices, corporations and other business entities, individuals, and trusts and estates. | Gründer | 01.01.2014 |
Evoke Wealth LLC
![]() Evoke Wealth LLC Investment ManagersFinance Evoke Wealth LLC, do-business-as Evoke Advisors (EVOKE), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of Evoke Holdings LLC. EVOKE offers investment advisory services to ultra-high net worth individuals, families and non-profit institutions. | Chief Investment Officer | 01.05.2020 |
Ausbildung von Alex Shahidi
University of California | Graduate Degree |
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Private Unternehmen | 2 |
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Advanced Research Investment Solutions LLC
![]() Advanced Research Investment Solutions LLC Investment ManagersFinance Advanced Research Investment Solutions LLC (ARIS) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Alex Shahidi and Damien Bisserier in 2014 as Kristy Advisors LLC. They are wholly-owned by Evoke Holdings LLC. ARIS provides investment advisory services to pension and profit-sharing plans, pooled investment vehicles, endowments, charitable organizations, guilds and health plans, investment companies, family offices, corporations and other business entities, individuals, and trusts and estates. | Finance |
Evoke Wealth LLC
![]() Evoke Wealth LLC Investment ManagersFinance Evoke Wealth LLC, do-business-as Evoke Advisors (EVOKE), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of Evoke Holdings LLC. EVOKE offers investment advisory services to ultra-high net worth individuals, families and non-profit institutions. | Finance |