Investment Management

Alonso Serrano

Trading Analyst

  • Industry Start


  • Education

    Loyola University Chicago, BBA

Alonso joined Kovitz in 2022 as a Trading Analyst. His responsibilities include trade execution management, which focuses on fixed income and equities for client portfolios and Kovitz funds. Prior to joining Kovitz, Alonso was a wealth management intern at Morgan Stanley working with high-net-worth clients. He received his Bachelor of Business Administration degree in Finance from Loyola University Chicago in 2022. In his spare time, he enjoys playing sports and being outdoors.