Alan Nicolai, CFA, CAIA

CIO & Portfolio Manager

Bio

Alan has more than 10 years in the Asset Management industry. For the last two years he has been in charge of CQX’s multi-asset portfolio, including the current activist-investment strategy. CQX Capital is a single-family office with a direct investment mandate covering real estate, operating businesses and public markets. Prior to joining CQX, he held roles as an International Equities Portfolio Manager at Afore Citibanamex, as well as buy-side Analyst and Trader in Banorte-IXE Asset Management. He has a BS in Economics with a minor in finance, an MBA from ITAM and both the CFA and CAIA certifications.

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