Alan Li
Securitized Trader at Longfellow Investment Management Co. LLC
About
Alan Li is a Securitized Trader at Longfellow Investment Management in Philadelphia, PA, where he specializes in trading asset-backed and mortgage-backed securities within the fixed income sector. In this role, he is responsible for executing trades, managing risk, and supporting the firm's investment strategies across a diverse range of securitized products.
Prior to his current position, Alan held roles as a Portfolio Operations Analyst and Portfolio Accountant at Longfellow Investment Management, gaining extensive experience in portfolio accounting, trade settlement, and operational support for institutional fixed income portfolios. His career has focused on supporting and optimizing processes in fixed income investments with a particular emphasis on securitized credit.
Alan holds a Bachelor of Arts in Economics from Boston College, which provides him with a solid foundation in economic theory and financial markets. His expertise covers mortgage-backed securities, asset-backed securities, and related structured products, contributing to Longfellow's reputation in managing complex fixed income and securitized assets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Longfellow Investment Management | Securitized Trader | Aug 2025 to Present | — |
| Longfellow Investment Management Co., LLC | Portfolio Operations Analyst | Jan 2024 to Aug 2025 | — |
| Longfellow Investment Management Co., LLC | Portfolio Accountant | Jun 2022 to Jan 2024 | — |
| Baystate Financial | Financial Services Intern | May 2021 to Aug 2021 | — |
| Center for Retirement Research at Boston College | Undergraduate Research Assistant | Jan 2021 to May 2021 | Aided researchers by collecting data, organizing data, and conducting basic background research on topics such as social security and Medicaid. Required the ability to organize and time manage effecti... |
| West End Boys & Girls Club | Tutor | Sep 2018 to Sep 2019 | Required strong leadership and team-oriented skills to supervise peer-lead club activities and assist others in learning. Developed general administrative work skills. |
| YMCA of Greater Brandywine | Fitness Attendant | Jun 2019 to Aug 2019 | Developed excellent customer-relationship skills by assisting clients in one-on-one fitness training. |
| RITE AID | Cashier | Jun 2017 to Aug 2017 | Experienced working for a large corporate company. Developed professional-relationship skills with coworkers and managers. |
Education
Boston College
Bachelor of Arts - BA, Economics
2018 — 2022
West Chester Henderson High School
High School Diploma
2014 — 2018
Others at Longfellow Investment Management Co. LLC (15)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Boston, MA , United States |
B Barbara McKenna | Managing Principal and Portfolio Manager | Boston, MA , United States |
 | ESG Strategist | Boston, MA , United States |
D David Stuehr | Principal, Portfolio Manager | Westwood, MA , United States |
 | Corporate Trader | Merrimack, NH , United States |
M Marcos Duque | Analyst and Trader | Boston, MA , United States |
R Ryan Nelson | Principal, Portfolio Manager | Boston, MA , United States |
 | Portfolio Manager and Trader | Whitman, MA , United States |
 | Portfolio Manager | East Greenwich, RI , United States |
D Deena R. | Client Portfolio Manager | Nashville, TN , United States |