Alfred Park
Vice President at Goldman Sachs
- Role
- Private Wealth Advisor, Vice President at Goldman Sachs
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Alfred Park
I run an investment management team at Goldman Sachs that holistically manages the investments and finances of ultra-high-net-worth individuals, families, foundations and endowments across Texas, Colorado and California.In addition to providing top-notch investment advice and guidance, we also understand our clients and their long-term goals. We pride ourselves on having a deep understanding of our clients’ views on what money means to them and their needs in the realms of estate planning, philanthropy, educating the next generation and creating an enduring legacy.For our clients who are foundations and endowments, we provide comprehensive services that include Investment Policy Statement (IPS) consultations, board member education, disciplined risk management, robust performance reporting, fundraising support and exclusive events.Fluent in Spanish, Conversational in French and Portuguese
Experience
Private Wealth Advisor, Vice President
Jun 2010 — Present · Houston, TX, US
Co-run a team that manages investments for a select group of foundations, endowments, wealthy families, and individuals. Conduct individual security, asset class and portfolio analysis.
Education
United States Naval Academy
Bachelor of Science (BS), Political Science, Minor in Spanish
2000 — 2004
CFA Institute
CFA, CFA Charterholder
USC Marshall School of Business
MBA, Investments and Financial Markets, CFA Curriculum
2008 — 2011
Skills
- Leadership
- Financial Accounting
- Market Analysis
- Equities
- Military Training
- Military Experience
- Venture Capital
- Securities
- Capital Markets
- Investments
- Financial Risk
- Asset Management
- Political Science
- Investment Management
- Private Companies
- Valuation
- Equity Valuation
- Financial Modeling
- Portfolio Management
- Financial Services
- Private Clients
- Asset Allocation
- Risk Management
- Bloomberg
- Private Placements
- Private Client Work
- Private Banking
- Due Diligence
- Hedge Funds
- Corporate Finance
- Financial Markets
- Trading
- Investment Banking
- Wealth Management Services
- Corporate Social Responsibility
- Derivatives
- Financial Analysis
- Mergers & Acquisitions
- Fixed Income
- Financial Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.