Aleks is a member of the Client Services team responsible for client interactions and assisting in the development and implementation of customized investment strategies. He is also responsible for tax-sensitive client engagements and provides general support for portfolio analytics and fixed income and equity projects. Aleks joined NISA’s Operations Group in 2001 and transitioned to the Client Services Group in 2009. He earned a BSBA in Business Administration from Saint Louis University and an MS in Finance from Washington University in St. Louis.
Loss Harvesting: Realizing Losses is Only Half the Battle
Worst bond market since…?As we recently witnessed the worst bond market since professor Fermi’s first nuclear reactor, many NDT sponsors may find themselves with sizeable realized – and unrealized –...
May 2024
