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Alejandro Sotolongo

Alejandro Sotolongo

Senior Vice President - Portfolio Construction at Diversified Trust Co.

Atlanta, GA , United States

About

Alejandro Sotolongo is Senior Vice President of Portfolio Construction at Diversified Trust in Atlanta, GA, where he is an integral member of the investment team responsible for portfolio construction and analytics for both institutional and high net worth clients. In this capacity, he leads the development and implementation of diversified investment strategies, with a focus on strategic asset allocation and risk management.

His expertise spans a wide range of asset classes including equities, fixed income, alternatives, and multi-asset solutions, with specific experience managing portfolios for pensions, endowments, and corporate retirement plans. Prior to joining Diversified Trust, Alejandro served as a Portfolio Manager and Quantitative Analyst at Forefront Analytics, and as a Senior Investment Analyst at the North Carolina Department of State Treasurer, where he focused on asset allocation for the state pension fund.

Alejandro holds a Master of Science in Financial Engineering from Temple University and a Bachelor of Science in Business Administration from East Carolina University. He is a CFA Charterholder and holds the Financial Risk Manager (FRM) designation, underscoring his proficiency in quantitative portfolio management, risk analysis, and investment strategy development.

Career History

OrganizationRoleDate RangeDetails
Diversified TrustSenior Vice President - Portfolio ConstructionApr 2021 to Present
Forefront Analytics, LLCPortfolio ManagerJun 2015 to Apr 2021
Managed multi-asset portfolios for high net worth families and out-sourced investment (OCIO) mandates ranging from $3 to $100 million. Presented performance analysis, current market themes, and Foref...
North Carolina Department of State TreasurerSenior Investment AnalystJan 2011 to Jul 2014
Conducted multi-asset research for the $100 billion state employee pension with a focus on reward / risk trade-offs such as mean / variance and long-term funded ratio / short-term drawdowns. Created ...
Fidelity InvestmentsDefined Contribution Retirement Plan AssociateOct 2007 to Dec 2010
Provided investment education and guidance to employees of corporate clients with defined contribution (D.C.) retirement plans (e.g., 401(k), 403(b)).
Self-HelpInternMay 2006 to Aug 2006

Education

Temple University

Master of Science (M.S.), Financial Engineering

2014 2015

East Carolina University

Bachelor of Science (B.S.), Finance

2003 2007

Others at Diversified Trust Co. (42)

NameRoleLocation
Ashley Thiem
Ashley Thiem
PrincipalSC , United States
B
Ben Hanson
Senior AssociateWinston-Salem, NC , United States
B
Bill Spitz
PrincipalNashville, TN , United States
B
Brad Crawford
PrincipalMemphis, TN , United States
Cameron Simmons
Cameron Simmons
PrincipalNashville, TN , United States
Carol Womack
Carol Womack
PrincipalNashville, TN , United States
Charles Wilson
Charles Wilson
Senior Vice President, Portfolio ManagerAtlanta, GA , United States
C
Cynthia Legette
PrincipalSC , United States
Frank Benton
Frank Benton
PrincipalNashville, TN , United States
Hadley Miller
Hadley Miller
PrincipalMemphis, TN , United States
Showing 1-10 of 42 team members

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