Alex Cena is a Wealth Management and Investment Professional, Financial Services
Alex Cena Guides Corporate Executives, Entrepreneurs & High Net Worth Families Make Better Wealth Management Decisions
Alex Cena's Bio:
Alex Cena is an investment professional who enjoys helping guide families, business professionals and executives make better wealth management decisions in anticipation of expected and unexpected life events. These changes include college education planning, marriage, divorce, a career change, lifestyle adjustments, inheritance and retirement.
Wealth management is very personal where trust and confidence is critical to the decision-making process. Prior to guiding families with financial and wealth management decisions, Alex Cena was advising institutional investors, corporate executives and entrepreneurs for the largest global investment banks since obtaining my securities license in 1989.
In fact, Institutional Investor Magazine’s All American Research poll, the Wall Street Journal, Reuters & Greenwich Associates awarded gave him the top ranked Equity Research Analyst spot in multiple technology sectors in the United States & Europe for many years.
He was widely credited with identifying disruptive global macro themes & companies in technology. In fact, his views & recommendations often appeared both in print & online media such as Forbes, The New York Times, Investor’s’ Business Daily, Barron’s & The Wall Street Journal. He also made numerous appearances on CNN and CNBC. In 2016, he also appeared as an investor on the second season of CNBC’s show called Make Me a Millionaire Inventor.
Institutional investors managing financial assets for pension funds and high net worth individuals valued my well-conceived quantitative analysis, financial analysis, industry knowledge, & company analysis as well as my coaching & mentoring skills.
He loves spending time outdoors with his wife of over 25 years, his two boys and two rat terriers. His hobbies include hiking, backpacking and photography where he loves to create lifestyle portraits of his friends and family.
FINRA Securities Licenses: Series 7, Series 63 and Series 66
Alex Cena's Experience:
Wealth Management at Morgan StanleyFebruary 2017 - Present | Dallas, TX
Investment Professional at Personal InvestorJuly 2001 - February 2017 | Dallas TX
Private wealth manager who provided investors with equity research expertise, due diligence assistance and other financial advisory services such as corporate positioning and strategic introductions. Analyzed and advised on investment and start-up opportunities to assist money managers, private clients and hedge funds make better-informed portfolio management decisions.
Managing Director at Salomon Smith BarneyJune 1998 - July 2001
Managed relationships with major corporations including Nokia, Qualcomm, Lucent, Motorola, Ericsson, and Alcatel. Analyzed client financial statements and determined growth prospects. Presented recommendations to institutional investors. Conducted negotiations with Executives and Board Members of start-ups and large multi-national corporations. Developed new business opportunities. Mentored personnel. Host and guest speaker at investor conferences and industry trade shows. - Increased annualized commission revenues from $47M to $96M. - Captured new business with corporate clients and startups across the U.S. and Europe. - Improved ranking with internal employees to #2 from #8 of about 200 company-wide. - Ranked #1 in wireless equipment and Ranked #2 in wireline equipment nationwide
Managing Director at Bear, Stearns & Co. Inc.1996 - 1998
Managed relationships with major corporations including Nokia, Qualcomm, Lucent, Motorola, and Ericsson. Analyzed client financial statements and determined growth prospects. Presented recommendations to institutional investors. Negotiated with Senior Executives and Board Members. Developed new business opportunities. Mentored personnel. Participated in industry events. - Served as major player in capturing position in Lucent Technologies Initial Public Offering (IPO). -Ranked as top Telecommunications Equipment Analyst nationwide.
Vice President at Lehman BrothersOctober 1992 - 1996
Managed relationships with major corporations including Qualcomm, Cisco, Synoptics, Wellfleet, 3Com and Nortel. Analyzed client financial statements and determined growth prospects. Presented recommendations to institutional investors. Interacted with Executives and Board Members to conduct negotiations. Developed new business opportunities. Mentored personnel. Participated in industry events. -Ranked by the internal sales force as one of the top 10 analysts from a team of more than 150 analysts - Ranked #2 Telecommunications Equipment analyst nationwide
Vice President at RBC Dain RauscherMay 1991 - October 1992
Technology analyst covering companies throughout the United States
Vice President at William K. Woodruff & Company, Inc.June 1985 - May 1991
Technology and growth stock analyst covering companies throughout the United States
Alex Cena's Education:
Southern Methodist University2013 – 2015Master of Business Administration (MBA)
Loyola University of Chicago1983 – 1985BBAConcentration: Finance
University of Iowa1981 – 1983Concentration: Computer Engineering
Alex Cena's Interests & Activities:
Photography, Mountain Biking, Swimming, Backpacking, SCUBA diving, Hunting.