About
Alan Somech is Vice President and Wrap Trader at Adelante Capital Management, based in San Francisco, CA. He is an integral member of the firm's trading and operations team, focusing on executing and overseeing wrap account strategies within publicly traded real estate securities portfolios. Adelante Capital Management specializes in real estate securities, so Mr. Somech's work is centered on investment strategies involving listed real estate assets, including REITs and other property-related securities in both U.S. and global markets.
Prior to joining Adelante in June 2014, Mr. Somech held investment roles at Franklin Templeton Investments as a Senior Proposal Specialist and at Natixis as a Performance Analyst, accumulating over a decade of experience across performance analysis and institutional investment solutions. His career demonstrates a strong background in investment operations, analytics, and client service within major financial institutions.
Alan holds a BA in Economics from The University of Kansas. With over 16 years of investment industry experience, he is recognized for his expertise in real estate securities trading, operational efficiency, and wrap account management. His contributions have supported the development and execution of targeted real estate investment strategies, advancing Adelante's global real estate securities capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Adelante Capital Management | Wrap Trader | Jun 2014 to Present | — |
| Franklin Templeton Investments | Senior Proposal Specialist | Sep 2010 to May 2014 | An efficient senior member of the Request for Proposal (RFP) group, my main responsibilities include creating proposals for new business opportunities, preparing due diligence questionnaires for exist... |
| Natixis | Performance Analyst | Jan 2005 to Dec 2009 | An integral part of the operations department, my primary responsibilities included auditing and repairing the firm’s performance composites, calculating firm Assets under Management, creating and sen... |
| Natixis | Reconciliation Specialist | Jul 2004 to Jun 2005 | A direct report to the Vice President of Operations with the responsibility of handling all transaction and reconciliation issues for Natixis’ second largest wrap fund client. My daily tasks included ... |
| Raymond James Financial | Portfolio Analyst Intern | Aug 2003 to Dec 2003 | Part of a team of interns that were in charge of providing support for two Financial Advisors, specializing in high net worth clients. The intern duties included preparing presentation materials for c... |
Education
The University of Kansas
BA, Economics
1999 — 2003
Others at Adelante Capital Management LLC (2)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Berkeley, CA , United States |
M Mark Montgomery | Head Trader | Oakland, CA , United States |