Alex Duran

Portfolio Administrator, The Financial Services Network

In his role as Lead Portfolio Administrator on The Financial Services Network’s Portfolio Consulting

team, Alex offers trading and investment support for Independent Wealth Connections . As a key

administrative resource, Alex is responsible for entering trades at the direction of Independent Wealth

Connections , as well as general portfolio administration. Additionally, he specializes in providing

investment research.

Before joining The Network, Alex served as a Client Service Operations Manager at State Street

Bank. He managed a team of fund accountants providing custodial and accounting services to

CalPERs. During his 6 years at State Street, Alex gained experience in fund accounting, derivatives,

various fixed income securities, and cash operations.

Alex lives in Sacramento. Outside of the office, he enjoys spending time with family and friends,

practicing martial arts, hiking with his two Boxers, reading, and cooking.