Co-head of Investment Strategies, National Managing Director
Alex Chaloff is Co-head of Investment Strategies and a National Managing Director at Bernstein. Before being promoted to his current role in 2020, he served as head of Alternative Asset Strategies. Alex is also a Senior Investment Strategist and Co-head of Bernstein’s Private Client Investment Policy Group, the decision-making body for the private client business. The PCIPG provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a Global Custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.