Alton Crooks, CFA, MBA

Loading Events

← Back to Events

Alton Crooks, CFA, MBA

Alton Crooks, CFA, MBA is a senior financial services professional with 15+ years of experience in trading, investment strategies, and market trends. His broad expertise in financial planning and analysis has accentuated his client relationship management capabilities for high-net-worth individuals. Alton works for Fidelis Capital as a Managing Director where he partners with institutional investors and high-net-worth individuals as well as oversees operations management decisions for the entire firm.  His career trajectory also includes serving as an equity trader for EchoTrade and a financial advisor for Merrill Lynch. Alton earned his MBA in Finance and Legal Studies from the University of Miami and a B.S. in Finance from Susquehanna University. He holds a FINRA Series 3 license and is a CFA Charterholder.

October 2019

Oct
21
Mon

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

Find out more »
Business Management, Committee Meeting, Free for Members, Interest Group Meetings

November 2019

Nov
18
Mon

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

Find out more »
Business Management, Committee Meeting, Free for Members, Interest Group Meetings

December 2019

Dec
16
Mon

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

Find out more »
Business Management, Committee Meeting, Free for Members, Interest Group Meetings
+ Export Events