Alex Montoya

Director at CVC Capital Partners

Role
Director at Cvc
Location
Houston, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Director

    Cvc

    Oct 2025 — Present · Houston, TX, US

Education

  • Trinity University

    Bachelor of Science, International Business

    1991 — 1995

Skills

  • Investment Management
  • Fixed Income
  • Financial Services
  • Series 7
  • Asset Management
  • Investments
  • Investment Strategies
  • Alternative Investments
  • Separately Managed Accounts
  • Series 65
  • Financial Planning
  • Financial Advisory
  • Asset Allocation
  • Mutual Funds
  • Wealth Management
  • Financial Analysis
  • Series 63
  • Securities
  • Etfs
  • Strategic Partnerships
  • Strategic Financial Planning
  • Equities
  • Investment Advisory
  • Portfolio Management
  • Retirement Planning

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Alex Montoya — Director at Cvc in Houston, TX, US | Unifers