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Alex Hock
Portfolio Manager-Equities at The Colony Group LLC
Profile
Mr. Alexander I.
Hock, CFA MBA, is a Senior Wealth Advisor & Principal at The Colony Group LLC.
He utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for the firm’s high-net-worth clients.
He works to provide clients with financial analysis, projections, and detailed plans, as well as to develop customized investment strategy proposals and assist with due diligence on investment opportunities.
Previously, Mr. Hock served as a Financial Advisor for the Denver-based wealth management firm, Jones Barclay Boston, which merged with The Colony Group at the start of 2017.
He also previously served as an Investment Consultant at DiMeo Schneider & Associates.
Before crossing into the finance industry, he worked at Handler Thayer, LLP, a boutique law firm, where he focused on providing business and estate planning advice to affluent individuals and families.
He received his MBA after graduating cum laude from the University of Notre Dame’s Mendoza College of Business.
He simultaneously received his Juris Doctorate from the University of Notre Dame Law School.
He received his B.A.
in International Business with minors in French and Biology from Eckerd College.
Alex Hock active positions
Companies | Position | Start |
---|---|---|
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portfolio Manager-Equities | 31/12/2016 |
Former positions of Alex Hock
Companies | Position | End |
---|---|---|
Jones Barclay Boston & Co.
![]() Jones Barclay Boston & Co. Investment ManagersFinance Jones Barclay Boston & Co. provides investment advice. The company was founded by Craig Jones, Ian Barclay and Mike Boston and is headquartered in Denver, CO. | Corporate Officer/Principal | 31/12/2016 |
Fiducient Advisors LLC
![]() Fiducient Advisors LLC Investment ManagersFinance Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. | Corporate Officer/Principal | - |
Training of Alex Hock
Mendoza College of Business | Masters Business Admin |
University of Notre Dame The Law School | Graduate Degree |
Eckerd College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Jones Barclay Boston & Co.
![]() Jones Barclay Boston & Co. Investment ManagersFinance Jones Barclay Boston & Co. provides investment advice. The company was founded by Craig Jones, Ian Barclay and Mike Boston and is headquartered in Denver, CO. | Finance |
Fiducient Advisors LLC
![]() Fiducient Advisors LLC Investment ManagersFinance Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. | Finance |
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