Alex Preobrazenski, CFA

Director, Associate Portfolio Manager

Experience

Alex is a graduate of the BBA program specializing in Finance at Wilfrid Laurier University and is a CFA Charterholder.

He has held positions at Canaccord Genuity Wealth Management and Caldwell Investment Management with roles that surrounded both compliance and investment due diligence.

Key Responsibilities

At Cortland, Alex focuses on monitoring portfolio holdings, conducting credit and risk analysis and performs due diligence on potential investment opportunities.