ADVISOR/PLANNER

Your Advisor is your central point of contact at Alesco. Your Advisor will lead your team, liaison with your other professional advisors, and serve as your partner in pursuit of fulfillment. 

PORTFOLIO MANAGER

Your Portfolio Manager implements portfolio construction based upon Alesco’s best thinking, research, and analysis, tailoring it to your risk tolerance, goals, time frames, and other unique factors.

CLIENT SERVICE SPECIALIST

Your Client Service Specialist will work on your behalf to ensure a smooth onboarding and ongoing service experience. They act as the liaison between you and your custodian, managing account changes, contributions, withdrawals, RMDs, margin accounts, and more. 

PERFORMANCE ANALYST

Your Performance Analyst will oversee your portfolio and account level reporting and assemble and compile your review materials.

STAFF ECONOMIST

Alesco’s in-house economist produces educational content regarding macro and micro economic events, markets, and more. 

SENIOR LEADERSHIP

Alesco’s Senior Leadership Team guides the firm’s investment strategy, culture, and service experience for all clients and employers.