Alfred grew up in a business-oriented family. With a father in banking, aunts and uncles in accounting, and cousins in real estate, he always knew he wanted to work in a related industry. It was at Santa Clara University that he found his way to wealth management. After taking a few finance classes, he realized he had a propensity for the work and ultimately pursued his degree in this field.
After completing his studies, Alfred got his start at a small registered investment advisor where he executed trading, prepared advisors for client reviews and prospect meetings, and researched investments. He was drawn to Sand Hill by our supportive environment and the diverse group of clients we work with. As a Portfolio Associate, Alfred loves applying his research and management skills towards the optimization of our client portfolios. He also appreciates the importance of client relationships—something that Sand Hill prioritizes above all else. Helping people and being part of the Sand Hill family makes him excited to come into work every day.
A San Francisco native, Alfred is a proud Bay Area sports team fan—and wants it known that he supported the Golden State Warriors before they became successful. In his free time, he also enjoys playing golf, running, and spending time with friends and family.