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Alejandro Sotolongo
Senior Vice President - Portfolio Construction at Diversified Trust Co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Senior Vice President - Portfolio Construction | Apr 2021 to Present | — |
| Forefront Analytics, LLC | Portfolio Manager | Jun 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 Treasurer | Senior Investment Analyst | Jan 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 Investments | Defined Contribution Retirement Plan Associate | Oct 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-Help | Intern | May 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)
| Name | Role | Location |
|---|---|---|
| Principal | SC , United States | |
B Ben Hanson | Senior Associate | Winston-Salem, NC , United States |
B Bill Spitz | Principal | Nashville, TN , United States |
B Brad Crawford | Principal | Memphis, TN , United States |
| Principal | Nashville, TN , United States | |
| Principal | Nashville, TN , United States | |
| Senior Vice President, Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Legette | Principal | SC , United States |
| Principal | Nashville, TN , United States | |
| Principal | Memphis, TN , United States |
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