Meet Alex
Alex Hagmeyer, CFA, directs Black Diamond Investment Management services, including asset allocation model portfolio creation, proposal generation systems, managed account operations, and specialized tax-aware overlays and direct indexing mandates.
Alex brings more than a decade of experience in quantitative investment to his current role. Before joining SS&C ALPS Advisors, he spent seven years as Vice President of Quantitative Research at Franklin Templeton Investments, where he established and led an internal quantitative research team. Under his leadership, the team developed proprietary portfolio management tools focused on advanced portfolio construction and comprehensive risk management solutions.
Earlier, Alex spent six years as a Senior Quantitative Analyst at Quantitative Services Group (now S&P Global), where he specialized in global stock selection research and transaction cost analysis, building his expertise in quantitative investment strategies.
Alex holds a Bachelor of Arts in Microbiology with a Minor in Molecular Biology from Miami University and is a Chartered Financial Analyst (CFA) charterholder.
Alex's Insights
November 21, 2024
As we approach the end of another banner year in the markets, financial advisors engage in their annual ritual of examining client portfolios for tax-loss harvesting opportunities.
By: Alex Hagmeyer
September 26, 2024
Simplify complex investments using personalized portfolio management.
By: Alex Hagmeyer
October 12, 2023
Seeking areas of efficiency through proposal generation technology, model portfolios, and process allows advisors to systematize certain client management and acquisition procedures.
By: Alex Hagmeyer
May 4, 2023
Ask any industry analyst, technologist, or investment pro, and they’ll all say that the ultimate goal of wealth management has become “personalization at scale.”
By: Alex Hagmeyer