Alina MonisovCRD Number: 6235159
Current Firm: Pear Tree Advisors, Inc.
Alina Monisov (CRD# 6235159) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|U.s. Boston Capital Corporation||Lincoln, MA||Jan 2017 - Current||1|
|Pear Tree Advisors||Lincoln, MA||Jan 2017 - Current||1|
|Winslow Wealth Management, LLC||Boston, MA||Feb 2015 - Dec 2016||1|
|Winslow, Evans & Crocker, Inc.||Boston, MA||Jul 2013 - Dec 2016||3|
|Winslow Wealth Management LLC||Boston, MA||Aug 2014 - Jan 2015||< 1|
|Jp Morgan||Boston, MA||Apr 2011 - Jul 2013||2|
|Jp Morgan||Boston, MA||Jul 2008 - Apr 2011||2|
|K2advisors; Fund Of Funds||Stamford, CT||Oct 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$3,030,098,838
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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