About
Alex Martinian, CFA, serves as an Investment Analyst at Everett Harris & Co. in Los Angeles, California, where he is responsible for research, analysis, and portfolio management, advising on equity investments and asset allocation strategies for a diverse client base. His professional expertise centers on public equities, incorporating in-depth financial analysis, equity valuation, and value investing with a keen focus on U.S. and global equity markets.
Prior to joining Everett Harris & Co. in 2016, Alex gained industry experience as an Equity Research Associate Analyst at T. Rowe Price, where he contributed to investment decisions on public companies, and served as a Strategic Management Lecturer at Loyola Marymount University, further enhancing his strategic and analytical skills. His investment career also includes internships in equity research and financial consulting, providing a comprehensive perspective on asset management.
Alex holds an MBA from the Stanford University Graduate School of Business and a BA in History modified with Economics from Dartmouth College. He is recognized for his expertise in equity research, asset allocation, and portfolio management, and actively contributes to the investment field as a board member in his community and alumni organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Everett Harris & Co | Investment Analyst | Jul 2016 to Present | Everett Harris & Co manages over $10 billion for high net worth families & institutions. |
| Loyola Marymount University | Strategic Management Lecturer | Jan 2020 to Jun 2022 | — |
| T. Rowe Price | Equity Research Associate Analyst | Apr 2011 to Jun 2014 | Equity Income Fund (Worked with firm Chairman/Chief Investment Officer) Small Cap Value Fund (Worked with Portfolio Manager) |
| T. Rowe Price | Equity Research Associate Analyst Intern | Jun 2010 to Aug 2010 | — |
| Pacific Global Investment Management | Equity Research Intern | Mar 2010 to Jun 2010 | — |
| Oliver Wyman | Financial Services Consultant Intern | Jan 2010 to Feb 2010 | — |
| Pacific Global Investment Management | Equity Research Intern | Jun 2008 to Jul 2008 | — |
| CB Richard Ellis | Intern in Net Lease Investments | Jun 2006 to Jul 2006 | — |
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
2014 — 2016
Dartmouth College
BA, History Modified with Economics
2007 — 2011
Skills & Expertise
Others at Everett Harris & Co. /ca/ (4)
| Name | Role | Location |
|---|---|---|
C Chris Aprill | Portfolio Manager and Family Office Liaison | Charlotte, NC , United States |
J Jim Ward | chief investment officer | Santa Monica, CA , United States |
| Portfolio Manager | San Diego, CA , United States | |
M Melanie Santos | Analyst | Los Angeles, CA , United States |
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