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Alex Martinian

Alex Martinian

Investment Analyst at Everett Harris & Co. /ca/

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Everett Harris & CoInvestment AnalystJul 2016 to Present
Everett Harris & Co manages over $10 billion for high net worth families & institutions.
Loyola Marymount UniversityStrategic Management LecturerJan 2020 to Jun 2022
T. Rowe PriceEquity Research Associate AnalystApr 2011 to Jun 2014
Equity Income Fund (Worked with firm Chairman/Chief Investment Officer) Small Cap Value Fund (Worked with Portfolio Manager)
T. Rowe PriceEquity Research Associate Analyst InternJun 2010 to Aug 2010
Pacific Global Investment ManagementEquity Research InternMar 2010 to Jun 2010
Oliver WymanFinancial Services Consultant InternJan 2010 to Feb 2010
Pacific Global Investment ManagementEquity Research InternJun 2008 to Jul 2008
CB Richard EllisIntern in Net Lease InvestmentsJun 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

Equity Research
Equities
Investments
Financial Analysis
Financial Modeling
Value Investing
Mutual Funds
Financial Services
Bloomberg
Equity Valuation
Valuation
Data Analysis
Corporate Finance
Due Diligence
Fixed Income
Microsoft Excel
Portfolio Management
Asset Management
Project Management
Microsoft Office
PowerPoint
Sales
Research

Others at Everett Harris & Co. /ca/ (4)

NameRoleLocation
C
Chris Aprill
Portfolio Manager and Family Office LiaisonCharlotte, NC , United States
J
Jim Ward
chief investment officerSanta Monica, CA , United States
Mark Foundos
Mark Foundos
Portfolio ManagerSan Diego, CA , United States
M
Melanie Santos
AnalystLos Angeles, CA , United States

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