Alexander Källebo
Analyst-Equity at All Star Financial, Inc. (Minnesota)
Profile
Mr. Jerker John A.
Källebo, CFA, is a Portfolio Manager at All Star Financial, Inc. (Minnesota).
He joined the firm in August 2016.
He brings over 20 years of experience developing and overseeing the research functions for several regional and national wealth management firms serving a wide variety of institutional clients, pension funds, municipalities and high net worth individuals.
In his role, he conducts investment manager due diligence and manages the firm’s investment universe.
Portfolio management responsibilities also include economic, market and asset class research and management of the firm’s investment portfolios and models.
Prior to joining the All Star team, Mr. Källebo held various roles in investment research, compliance, portfolio design, asset allocation and performance analysis.
Most recently, he was an officer and a voting member of the Asset Management Committee at US Bank Wealth Management.
As the Head of the Traditional Investments Group, he managed discretionary investment platforms ($65 billion) with focus on developing and executing the implementation of best in class investment options utilized across multiple U.S.
Bank business lines.
He holds the Chartered Financial Analyst designation.
He is the founder of the CFA Society of Sweden, the past President of the CFA Society of Orlando and a returning volunteer for the CFA Institute CFA Program.
He is a member of the CFA Society of Minnesota and the CFA Institute.
He is on the Board of Trustees and serves as the chair of the investment committee for the American Swedish Institute in Minneapolis.
He graduated Suma Cum Laude with a BA in Finance from the University of Central Florida.
Alexander Källebo active positions
Companies | Position | Start |
---|---|---|
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Analyst-Equity | 2016-07-31 |
Former positions of Alexander Källebo
Companies | Position | End |
---|---|---|
Lamco Advisory Services, Inc.
Lamco Advisory Services, Inc. Investment ManagersFinance Part of LAMCO Group, Inc., Lamco Advisory Services, Inc. provides investment advice. The company is based in Lake Mary, FL. | Corporate Officer/Principal | - |
AndCo Consulting LLC
AndCo Consulting LLC Investment ManagersFinance AndCo Consulting LLC operates as an investment consulting firm. The firm offers investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. The company was founded in 2000 and is headquartered in Orlando, FL. | Corporate Officer/Principal | - |
Hughes Supply, Inc.
Hughes Supply, Inc. Wholesale DistributorsDistribution Services Hughes Supply, Inc. provides electrical, plumbing, fixtures and supplying services. Its services include building materials, electric utilities, irrigation systems and fire protection. The company was founded in 1928 and is headquartered in Orlando, FL. | Corporate Officer/Principal | - |
Training of Alexander Källebo
University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Hughes Supply, Inc.
Hughes Supply, Inc. Wholesale DistributorsDistribution Services Hughes Supply, Inc. provides electrical, plumbing, fixtures and supplying services. Its services include building materials, electric utilities, irrigation systems and fire protection. The company was founded in 1928 and is headquartered in Orlando, FL. | Distribution Services |
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Finance |
Lamco Advisory Services, Inc.
Lamco Advisory Services, Inc. Investment ManagersFinance Part of LAMCO Group, Inc., Lamco Advisory Services, Inc. provides investment advice. The company is based in Lake Mary, FL. | Finance |
AndCo Consulting LLC
AndCo Consulting LLC Investment ManagersFinance AndCo Consulting LLC operates as an investment consulting firm. The firm offers investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. The company was founded in 2000 and is headquartered in Orlando, FL. | Finance |
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