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About
Alexander Vanderbilt is an Investment Analyst at Dimension Capital Management LLC, a boutique investment advisory firm based in Miami, Florida. In his role, he is responsible for conducting client portfolio due diligence, preparing asset allocation models, and performing performance analysis for client portfolios. As a key client contact, he also assists with ongoing service needs and ensures portfolios are aligned with the firm's investment strategies and asset allocation targets.
Vanderbilt's investment focus covers multi-asset class portfolios, with particular responsibility in supporting portfolio construction and review processes tailored for individuals, families, and institutional clients. While specific sectors or asset classes are not directly cited in public profiles, his involvement spans equities, fixed income, and alternative investments as is typical for diversified wealth management practices.
Before joining Dimension Capital Management, Vanderbilt gained client-facing and financial services experience at PNC Financial Services as a Branch Banker (MLO), in addition to an early internship at TUN, Inc. He holds a Bachelor of Business Administration in Finance from the University of Miami, equipping him with strong analytical expertise and a comprehensive understanding of portfolio management and investment analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dimension Capital Management | Investment Analyst | Feb 2021 to Present | — |
| PNC | Branch Banker(MLO) | May 2020 to Jan 2021 | • Acquire and deepen branch customer base through sales and service developed by managing the customer experience and actively seeking opportunities to assist clients • Drive proactive sales conversat... |
| TUN, Inc. | Summer Intern | Jul 2018 to Aug 2018 | • Performed SEO analysis and provided insight for a global media company advocating for college students • Recognized as highest performing intern on quality, timeliness and volume of spreadsheet anal... |
| Asset Advisory Group | Summer Analyst | May 2018 to Jun 2018 | • Provided support for two Certified Financial Planners at an independent firm managing approximately $270 million of client assets • Learned basics of asset allocation and analyzed the historical ret... |
Education
University of Miami
Bachelor of Business Administration - BBA, Finance, General
2016 — 2020
Others at Dimension Capital Management LLC (4)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Miami, FL , United States | |
J Julie Codina | Investment Analyst | Miami, FL , United States |
| Managing Partner | Miami, FL , United States | |
M Miguel G. | Investment Analyst | Miami, FL , United States |
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