“Price is what you pay.  Value is what you get.”  ~ Warren Buffett
AlphaFlow, with a mission to make it easy to invest in previously inaccessible asset classes, has again enhanced its value with a new addition to the Client Services team.  Aleese Peterson-Cotton, AlphaFlow’s Associate Director of Client Services, brings further depth and experience to the team already comprised of finance, real estate and technology professionals.

Experience

Aleese brings more than fifteen years of financial services experience, including wealth management and banking, to the AlphaFlow team.  Having moved to San Francisco in 2017, Aleese worked most recently as a Financial Advisor for an RIA in San Mateo following her departure as a Vice President and Private Client Advisor for US Trust in Southern California.  Prior to joining US Trust, Aleese worked for Bank of America N.A. in retail, mortgage, business banking and as a manager of preferred banking centers throughout San Diego County.

Transition

A native to Northern California, Aleese is excited to now reside in San Francisco where she has successfully transitioned from a career in traditional banking and investing to the ever expanding Fintech industry.  With the belief that financial technology will continue to disrupt more traditional investment techniques, Aleese is able to apply her experience and expertise to further enhancing the investor experience and deepening investor relationships in this industry.  Her varied background in lending, investing and relationship management provides a strong foundation for ensuring investor expectations are exceeded through the use of technology and data to make faster, smarter investment decisions in a traditionally relationship-driven industry.

Role

Leveraging AlphaFlow’s platform and Optimized Portfolios, along with her passion for assisting clients with financial needs, Aleese manages investor relationships providing all aspects of investment oversight. She has a particular depth in working with accredited investors and family offices, and her knowledge extends to the unique areas of complex wealth structures, portfolio management and custom credit.  Throughout the client relationship, Aleese fosters an approach that is deliberate, thoughtful and consistent.  She begins by listening to, getting to know and learning from clients about their financial goals.  Whether advising an investor who is new to private placements and/or real estate investing or working with an experienced investor in the real estate industry, Aleese discusses and channels the AlphaFlow offering as it aligns with each client’s goals.

Hobbies

Outside of the office, Aleese can be found enjoying yoga, playing tennis, hiking, exploring new restaurants in the Bay Area and wine tasting in the Sonoma and Napa areas.  She also has a passion for supporting the community through local volunteer efforts and is an active member of various non-profits throughout California.

Connect

Whether in the office or not, Aleese loves to make connections, share her knowledge and continually learn from others.  She is proactively reaching out to connect and introduce herself to all new and existing investors of AlphaFlow Optimized Portfolios.  If she hasn’t reached you yet, she will!  Please feel free to find a time to connect with her here: Schedule a call with Aleese Nick Giovacchini   AlphaFlow is committed to the highest level of service to our clients. In order to maintain these standards, and open communication and consistent feedback loops, we’ve hired Nick Giovacchini – AlphaFlow’s Client Services Director. Nick hails from the East Coast, is passionate about basketball, well versed in all things finance, and has joined us here San Francisco to play point for our growing client base. We’re excited that Nick has joined us! Learn more about him in our Q&A and reach out to him anytime! Where are you from? I’m originally from Acton, MA which is about 40 miles outside of Boston.  I grew up playing a lot of basketball and tennis, and I had some amazing history and political science teachers who inspired me to study politics.  That’s what drove me to the George Washington University in Washington, DC and to study Political Science and Psychology. I also spent a semester abroad in Beirut, Lebanon in the spring of 2011 studying Middle Eastern Politics and Arabic (I can still speak a little).  After graduation, I joined the Mobile Commerce team at Barclays. What brought you to AlphaFlow? My first role with Barclays had me working on a mobile payments project (something similar to Apple Pay, or LevelUp), which gave me my first real taste of business and innovation, and exposure to the payments realm.  I then moved on to the Risk Analytics and Index Solutions team within Barclays, where I was working with some of the world’s largest asset managers to help them better understand the risks and drivers of return in their portfolios, mainly in the fixed income space. The Risk Analytics and Index Solutions group were sold to Bloomberg in the winter of 2015, and I wanted to move to a Fintech start-up. I joined a company called MarketFactory, which helps banks and hedge funds execute their electronic foreign exchange trading strategies.  While I enjoyed my time at MarketFactory and learned a lot, I realized how much I missed being part of the investment world. I decided I wanted to get back to it and found AlphaFlow.   What really stood out to me about AlphaFlow is that the company is more than an asset manager and that investment decisions are being made with sound underwriting.  What really excited me about AlphaFlow is the way we’re building technology and utilizing data to make faster, smarter investment decisions in a traditionally relationship-driven, local industry.  Developing our suite of investment analytics to better inform our investing decisions, our portfolio and risk allocation technology, and the ability to leverage and adapt those systems from the short-term residential bridge loans we’re building them for today to other asset classes in the future is incredibly exciting to me.  I’m looking forward to being able to work with all our clients to help them understand how each of these pieces works to build them the most diversified portfolios! What’s your view on Fintech? Given how many different realms finance touches, Fintech still has a lot of room to grow and better certain areas.  Some places that I see the application of technology to really disrupt are: -The use of AI in consumer fraud detection/prevention -Blockchain/immutable ledgers around custody of securities and transactions -Compliance tech (It sure isn’t fun or pretty to talk about, but risk and compliance are two areas banks and investment firms spend tons of money on every year and look for ways to improve) -More access to previously opaque markets (i.e. more real estate, art and precious gems) What are some of your favorite interests? On the finance side of things, I love tracking equity and global macro markets, and to a smaller extent, credit markets.  I’m a voracious reader of many different genres, especially while traveling (when I moved out to San Francisco, I drove across the country to get here!). Being from the Boston area, I’m a big New England sports fan, and I still love to play basketball, ski, water ski and play tennis when I can.  I’m also starting to learn Python! What do you like to read? Since I love and hail from a finance background, I read Matt Levine‘s morning emails from Bloomberg, Ploutos on Seeking Alpha, Howard Marks (of Oaktree Capital)’s memos, and Benjamin Graham’s The Intelligent Investor.  For regular news, I read both the New York Times and Wall Street Journal and Bloomberg.com and MarketWatch for finance news. While not exactly reading, I’m also a fan of a couple of podcasts.  Reid Hoffman’s Masters of Scale is incredibly insightful into what it takes to launch a successful startup.  I also enjoy Motley Fool’s Money and Market-Foolery podcasts for insights into popular stocks and market commentary.  On the Real Estate front, I listen to the Bigger Pockets podcast as they have some great episodes on different forms of real estate investing. back to top