Jeremy Gonzalez, MSAPM
Jeremy Gonzalez is the CEO and founder of Alpha Global Investments, LLC. Jeremy has been managing client portfolios since 1999. After earning his bachelors degree from the University of San Diego Jeremy began his career with a local investment bank, where he quickly made partner and was the firms Principal. Upon leaving the Investment bank, Jeremy held positions at Merrill Lynch, H&R Block Financial Advisor’s, and TDAmeritirade.
Over the past 15+ years Jeremy has been through several different market environments. These various economic conditions along with his Masters degree in Security Analysis and Portfolio Management from Creighton University, have given him the experience and understanding to analyze our economic and global market place.
Jeremy understands that no two clients are the same. Jeremy takes a personalized comprehensive approach to understanding his client’s financial needs and goals. Jeremy then processes this information to create strategic, well diversified, risk conscious portfolios that enable his clients to meet their goals. Jeremy also understands the importance in communicating with his clients additional trusted advisor’s regarding tax advantageous strategies, wills, trusts, and family legacy plans.
Richard is a Managing Partner of Alpha Global Investments. After honorably serving in the United States Navy in San Diego, and graduating from the Pennsylvania State University in 1996, he began his career in Financial Consulting with H&R Block in New Jersey. Richard specialized in the government and municipal bond markets. When a position opened in San Diego, he returned to America’s Finest City.Richard accepted a consultant position with A.G. Edwards to better serve his expanding client base. There, he discovered the value of hedging and using derivatives tools to protect clients’ assets.
Sensing a lack of innovation and escalating costs to clients within the Full Service Brokerage model, Richard moved to TD Ameritrade. At TD Ameritrade. he excelled at helping clients discover the merits of “fee based” financial advisors and Modern Portfolio Theory. Lower commissions coupled with the growth in Exchange Traded Funds provided his clients with an array of cost efficient investment choices. Richard believes in using every investment tool available to achieve clients’ goals.
This philosophy lead to the development of Option Premium Management, LLC. Richard acknowledges that taxes should never be an afterthought in the investing process. Being a registered CTEC tax preparer and partnering with a local tax firm, Richard is able to ensure that clients’ tax issues are thoroughly addressed. With 14 years of experience in making financial decisions on behalf of clients, Richard firmly believes in transparency in every step of the investing process.