About
Kody Haglund is a Securities Trader at Alphastar Capital Management, LLC, based in the greater Charlotte, NC area. In this role, he is responsible for executing securities trades, supporting portfolio strategy implementation, and contributing to the firm's trading operations as part of a specialized investment team. His work focuses primarily on equity and fixed income securities, optimizing trade execution within client portfolios across a range of asset classes.
Prior to his current position, Kody served as Associate Trader at Alphastar Capital Management and began his financial services career as a Junior Financial Consultant at Tristate Financial Advisors. These roles enabled him to build a strong foundation in portfolio management, trading operations, and client advisory support, equipping him with broad experience in multi-asset investment management.
Kody holds a Bachelor of Science in Investments and Securities from Virginia Tech. His expertise spans equity markets, fixed income instruments, and portfolio execution strategy, with a focus on delivering efficient trade execution and operational excellence within the registered investment advisor (RIA) sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alphastar Capital Management, LLC | Securities Trader | Apr 2024 to Present | — |
| Alphastar Capital Management, LLC | Associate Trader | Sep 2023 to Apr 2024 | — |
| Tristate Financial Advisors | Junior Financial Consultant | May 2023 to Sep 2023 | — |
Education
Virginia Tech
Bachelor of Science - BS, Investments and Securities
2019 — 2023
Others at Alphastar Capital Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Associate Trader | Charlotte, NC , United States | |
| Chief Investment Officer | Austin, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Chief Investment Officer | Salem Investment Counselors Inc. | Chapel Hill, NC , United States | |
| Portfolio Analyst | Salem Investment Counselors Inc. | Raleigh, NC , United States | |
| Head Equity Trader | Smith, Salley & Associates | United States | |
| Portfolio Manager, Equity Analyst | Smith, Salley & Associates | United States |