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Overview
Introduction
Alfonso supports the investment team in all aspects of investment management, including trade execution, investment research and analysis, performance measurement, investment compliance, and client reporting.
Prior to joining Ashurst Perkins Coie Trust Company, Alfonso Tovar served as a portfolio management associate at Principal Financial Group Inc., where he performed research for public U.S. equities, supported front- and middle-office portfolio operations, and managed the firm’s quantitative investment model. In this role, Alfonso supported four investment strategies totaling more than $20 billion in assets under management.
Education & credentials
- University of Washington, B.S.S.A., Finance
- Principal Financial Group Inc., Portfolio Management Associate, 2021-2025