Ali joined the team in 2011. He serves on the Investment Team and shares responsibility for investment strategy, risk management and portfolio construction. Ali also serves as an economist, earnings analyst and investment strategist, delivering insights on global and US investment issues for the investment team and advisors. He oversees Pence’s fundamental investment portfolio, individual stock selection, creation of UITs and funds selection.
Ali holds FINRA Series 7 and 66 registrations through LPL Financial.