Alexis Tomlinson2018-06-01T10:19:32+00:00

Alexis Tomlinson, our Operations Supervisor, has over 17 years of experience in financial services, 14 of which have been spent in an operational capacity with San Diego-area Registered Investment Advisors. She has a vast knowledge of portfolio management and client service processes including, but not limited to, portfolio software and reporting, performance management, and compliance. Alexis is a San Diego native and graduate of San Diego State University with a Bachelor’s Degree in Philosophy. In her free time she enjoys being with her husband and daughter.