Daren Alcantar
Daren Alcantar is the Vice President of Investment Strategy and Analytics at Global Retirement Partners. He is responsible for developing investment policies and the corresponding analysis for more than 300 qualified retirement plans. Alcantar has conducted extensive research in Asset Allocation, Portfolio Optimization, and Modern Portfolio Theory. With nearly a decade in the property and casualty insurance industry, he has developed relationships with many of the leading asset managers in the retirement industry.
Daren Alcantar Professional Experience / Academic History
Professional Experience
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Vice President of Investment Strategy and Analytics
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Investment Analyst
Academic History
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Bachelor's Degree
RESPONSIBILITIES AT GLOBAL RETIREMENT PARTNERS
- Alcantar runs in-depth analysis and research on the investment vehicles that are offered in qualified retirement accounts.
- He uses a variety of tools and third-party software such as Morningstar Direct and Zephyr Style Advisor.
- He coordinates the research and determination of whether investments are meeting the guidelines outlined by clients' investment policies.
- He manages the firm's investment-only provider relationships.
- He has a role in the development of Collective Investment Trusts and the construction of provider lineups.
LICENSES AND CERTIFICATIONS
- Alcantar holds his Series 7 registration with LPL Financial and his Series 66 registration with both LPL Financial and Global Retirement Partners.
- He has attained the Certified Investment Management Analyst® designation offered through the Investment Management Consultants Association®.