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Alex Etzkowitz
Vice President, Investment Management at Jordan Park Group LLC
About
Alex Etzkowitz is Vice President of Investment Management at Jordan Park Group, where he helps lead the firm's investment strategies for high-net-worth individuals, families, and institutional clients. At Jordan Park, he is responsible for portfolio construction, investment research, and the implementation of customized investment solutions, with a particular focus on private markets, credit, and multi-asset class portfolios.
Prior to joining Jordan Park Group, Alex held senior roles as Vice President of Portfolio Strategy at PIMCO and Vice President of Investment Research and Strategy at Gurtin Municipal Bond Management. He has developed specialized expertise in municipal bond markets, alternative investments, and private credit, leveraging his analytical skills to drive portfolio outcomes and support strategic allocation decisions for sophisticated investors.
Alex holds an MBA in Finance from Columbia Business School and a BA in Economics from Pomona College. He is recognized for his proficiency in investment research and strategy—particularly within fixed income, private credit, and diversified multi-asset class strategies—and is a CFA charterholder, underscoring his commitment to professional excellence in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Vice President, Investment Management | Jan 2023 to Present | Lead manager due diligence, research, and investment efforts across public and private credit. Jordan Park provides investment management and financial advice to a distinct community of individuals, f... |
| PIMCO | Vice President, Portfolio Strategy | Feb 2020 to Jan 2023 | Lead the growth of PIMCO's municipal bond business. Engaged in business development and client engagement across retail and institutional channels through in a client portfolio management role. Launch... |
| Gurtin Municipal Bond Management | Vice President, Investment Research and Strategy | Aug 2015 to Feb 2020 | Served as the lead strategist and client portfolio manager at a boutique municipal bond manager specialized in investment grade SMAs. |
| The Meyer Shaffer Company LLC | Consultant | Nov 2014 to Mar 2015 | Meyer Shaffer is a family office specializing in seed stage investments in financial services companies. Created a business plan, investor pitch presentation and budget for a startup designed to fulfi... |
| Riposte Management LLC | Consultant | Aug 2014 to Oct 2014 | Riposte Capital Management is a de novo hedge fund focused on the online consumer credit markets. Created performance-tracking and benchmarking analytics for the loan portfolio, researched the relativ... |
| TFMG Associates | Investment Analyst | Sep 2013 to Jun 2014 | TFMG is a family office serving members of the Tisch family. Worked directly under the CIO, and performed fundamental bottom-up analyses of U.S. and foreign equities, sovereign and corporate debt, and... |
| Cornerstone Research | Analyst | Jul 2010 to Sep 2012 | Analyzed data and case documents, created customized models to value damages, researched relevant topics in the economics and finance literature, and assisted in preparing academic experts for trial. |
| Pomona College | Football Manager | Jan 2006 to Jan 2010 | — |
| Grandpoint Bank | Summer Analyst | Jun 2009 to Aug 2009 | Developed a predicative model to assess the likelihood of failure for over three hundred commercial banks which guided investment decisions. Created and presented several company specific presentatio... |
| New York City Council | Policy Intern | Jan 2008 to Jan 2009 | Researched policy issues, including school governance, middle school education, subsidized housing, and local administration of the federal food stamp program. |
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
2013 — 2014
Pomona College
Bachelor of Arts (B.A.), Economics
2006 — 2010
Collegiate School
High School
1994 — 2006
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Partner | Lafayette, CA , United States | |
| Senior Analyst | New York, NY , United States |
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