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About
Alex Vela, CFP®, serves as a Portfolio Manager at Fulton Breakefield Broenniman LLC (FBB Capital Partners) in Bethesda, MD, where he is responsible for the long-term management of client portfolios and the development of tailored financial planning strategies. His role involves collaborating closely with clients to align their investment portfolios with specific financial goals and risk profiles, ensuring individualized wealth management for affluent individuals and families.
Alex specializes in personalized portfolio construction, with a primary focus on equity and fixed income asset classes, serving both private clients and institutional investors. He is experienced in asset allocation, investment strategy, and risk management, and provides guidance within areas such as retirement planning, estate planning, and tax-efficient investing.
Before joining FBB, Alex held positions as an Equity Trader at Kershner Trading Group / SMB Capital and as a Portfolio Manager at FBB Capital Partners beginning in 2016. He earned his Bachelor of Arts in Economics from the University of Maryland and holds the Certified Financial Planner® (CFP®) designation, reflecting his comprehensive expertise in financial planning and wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Portfolio Manager | Aug 2016 to Present | — |
| Kershner Trading Group/ SMB Capital | Equity Trader | May 2015 to Jun 2016 | — |
Education
University of Maryland
Bachelor of Arts - BA, Economics
2011 — 2015
Skills & Expertise
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
D David Malmgren | Senior Portfolio Manager | Washington, DC , United States |
 | Senior Portfolio Manager | Rockville, MD , United States |
 | Portfolio Manager | Washington, DC , United States |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
 | Portfolio Manager | Bethesda, MD , United States |
 | Senior Portfolio Manager | Bethesda, MD , United States |
 | Portfolio Manager | Easton, MD , United States |
 | Portfolio Manager | Washington, DC , United States |
 | Equity Research Associate | Washington, DC , United States |
 | Senior Research Analyst and Asset Allocation Strategist | Bethesda, MD , United States |
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