Alex Hokanson, CFA, FRM

Director, Asset Allocation Strategies

I am continually impressed with the passion our team has for developing solutions and solving problems for our clients.

Alex focuses on asset allocation and risk management as well as research on global equities, real asset and alternative investment strategies. Prior to joining Threshold Group, Alex spent ten years at SEI Investments in a variety of roles, including nearly four years in investment research and due diligence with SEI’s Alternative Investments team. At SEI, he covered the universes of long/short equity managers, global macro managers and liquid alternatives strategies. He was also involved in the development of quantitative risk management processes and hedge fund asset allocation methodologies. At Threshold Group, Alex has been instrumental in investment research, risk and asset allocation model development, investment solution design, and portfolio management.  

Professional Portfolio 
  • (2012–present) Senior Investment Analyst, Director, Asset Asset Allocation Strategies, Threshold Group
  • Investment Analyst, Alternative Investments
  • Trader/Analyst, Team Leader - Portfolio Implementation, SEI
Education and Affiliations 
  • Chartered Financial Analyst
  • Financial Risk Manager
  • MS Degree, Financial Engineering, Temple University
  • BS Degree, Comprehensive Science, Villanova University
Connect with Alex Hokanson
Tiedemann Advisors

Threshold Group is Now a Part of Tiedemann Advisors

A Q+A with Mike Tiedemann: “The Future of the Threshold + Tiedemann Partnership”

Continue to Tiedemann