Alexander Capretta (CRD# 5942553) is an Investment Advisor Representative working at Haveli Investment Management LLC in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haveli Investment Management LLC | Austin, TX | Jul 2021 - Current | 2 |
| C3.ai | Redwood City, CA | Jun 2020 - Jun 2021 | 1 |
| Wharton School Of Business | Philadelphia, PA | Sep 2019 - May 2020 | < 1 |
| Apptio | Bellevue, WA | Jun 2019 - Aug 2019 | < 1 |
| Wharton School Of Business | Philadelphia, PA | Aug 2018 - May 2019 | < 1 |
| Vista Equity Partners | Austin, TX | Jul 2014 - Jun 2018 | 3 |
| Credit Suisse Securities (usa) LLC | New York, NY | Jul 2012 - Jun 2014 | 1 |
- TX
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Total Assets Under Management2,409MILLIONS
-
Total Number of Accounts5ACCOUNTS
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Average Account Value$481,819,132
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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