About
Alonso Serrano is a Trading Analyst at Kovitz in Chicago, IL, where he has been a member of the investment operations team since 2022. In his current role, he is primarily responsible for trade execution management with a specific focus on fixed income and equity asset classes, supporting the investment process across multiple strategies.
Previously, Alonso gained experience as a Wealth Management Intern at Morgan Stanley, where he supported client portfolio administration and learned fundamental concepts in wealth management and financial planning. His professional journey also includes operational hospitality experience, which honed his attention to detail and client service skills.
Alonso holds a Bachelor's degree in Finance from the Quinlan School of Business at Loyola University Chicago. His expertise centers on fixed income and equities trading, and he is recognized for his disciplined approach to trade execution and portfolio management support within the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz | Trading Analyst | May 2022 to Present | — |
| Morgan Stanley | Wealth Management Intern | Jun 2021 to May 2022 | — |
| Koi Fine Asian Cuisine & Lounge | Host and food runner and busser | Feb 2021 to Jun 2021 | — |
| Nordstrom Rack | LOGISTICS PROCESSER | Nov 2020 to Jan 2021 | Performed seasonal sales floor work, such as assisting customers with questions and providing answers, referrals, or solutions to their needs Oversaw special orders and projects as requested/needed Pe... |
| ESOLIS GENERAL CONTRACTORS | CONTRACTOR’S APPRENTICE | Apr 2019 to Sep 2019 | Gained real-estate experience and skills by overseeing a general contractor in the Chicagoland area. Marketed and managed the advertisement of the company, as well as, in charge of interacting with cu... |
| PROFESSIONAL FREEZING SERVICES LLC | Dockman and Forklift Operator | Sep 2017 to Aug 2018 | Managed and organized the importation and exportation of various food products for a head international freezing and distribution company. |
| Creamery | Food and Beverage Cashier | Apr 2016 to Sep 2016 | Responsible for monitoring cash limits and ensuring quality customer services at all times, gaining experience in customer interaction. |
Education
Quinlan School of Business, Loyola University Chicago
Bachelor's degree, Finance
2018 — 2022
Others at Kovitz Investment Group Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
 | Principal | Chicago, IL , United States |
D Dan Murphy | Principal and Portfolio Manager, Kovitz, Madison-WI | Madison, WI , United States |
 | Principal, Portfolio Manager | Aliso Viejo, CA , United States |
J Jason Petitte | Principal, Senior Research Analyst | Chicago, IL , United States |
J Joel Hirsh | Co-Chief Investment Officer | Chicago, IL , United States |
J Jonathan Shapiro | Principal | Chicago, IL , United States |
 | Portfolio Manager | Lake Forest, IL , United States |
 | Portfolio Manager | Chicago, IL , United States |
 | Client Portfolio Manager | Highland Park, IL , United States |
C Christopher Quigley | Senior Research Analyst | Aliso Viejo, CA , United States |