Alan Robinson
Trading Analyst at LPL Financial | CFA Level I Candidate | MFE Applicant @ WorldQuant
- Role
- Trading Analyst - Tax Overlay Uma at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Trading Analyst - Tax Overlay Uma
Jul 2025 — Present · Charlotte, NC, US
Execute tax-aware equity and fixed income trades in managed accounts.• Collaborate with portfolio managers to maintain investment strategy alignment.• Support risk management and process improvement within LPL’s investment platform.
Education
North Carolina State University
Bachelor's degree, Business Administration and Management, Finance
Wake Technical Community College
Associate's degree
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