With over 20 years of expertise in asset management and reporting for the insurance industry, we craft personalized investment strategies tailored to each client's unique objectives and risk tolerance. Our disciplined investment process, driven by fundamental analysis and innovative risk management tools, consistently delivers above-average industry yields. Discover how our bespoke approach can optimize your investment outcomes.
Dean oversees all functions within the firm and actively manages the portfolios and strategy for AlphaEdge clients. His foundation includes 20 years of insurance portfolio, treasury, and operational management with a focus on providing outsized returns versus industry peers. He holds an active CPA license in Idaho and a has degrees in Accounting, Finance, and Business Management.
Kevin, our Vice President of Portfolio Management, brings a Master's in Accounting and over 15 years of experience in finance and Fortune 500 strategic management to drive daily operations and assist in investment strategy alongside Dean Sandros.
Paulina is responsible for reporting and compliance for the firm. With 9 years of experience, she brings expertise from her work as an auditor in the asset management group at PwC and as a fund manager for alternative investments. She holds an active CPA license in Idaho and a Master's in Accounting.