About Alex Cena

Alex Cena has been an investment professional since 1985. Previously, Alex was the technology analyst at Citi, Bear Stearns and Lehman Brothers where he was responsible for closely analyzing publicly-traded securities of high-growth technology companies as well as identifying and capturing IPO candidates and additional offerings in the United States, Europe, Asia and the Middle East.

As an expert in telecommunications and his stock coverage universe, Alex helped institutional investors and corporate executives make better investment and strategic decisions with respect to their portfolio and growth prospects. Alex constantly and tirelessly: communicated and developed deep relationships with the management teams of companies under coverage; developed relationships with industry experts, suppliers, customers and competitors; maintained and analyzed comprehensive financial models about these companies; participated in numerous trade shows and conferences each year; quickly assimilated new information; and communicated his opinions to the investment bank’s sales force, traders, institutional clients and bankers by telephone as well as face-to-face meetings on a one-on-one or group basis. Since Alex has been credited with identifying disruptive global macro themes and companies in technology, his views and recommendations often appeared both in print and online media such as Forbes, The New York Times, Investor’s’ Business Daily, Barron’s and The Wall Street Journal. He’s also made numerous appearances on CNN and CNBC.

Institutional investors highly valued Alex for his quantitative analysis, financial analysis, thorough due diligence, industry knowledge, and company analysis as well as his coaching and mentoring skills. In fact, Institutional Investor Magazine’s All American Research poll, the Wall Street Journal, Reuters and Greenwich Associates awarded Alex the top ranked Equity Research Analyst spot in multiple technology sectors in the United States and Europe for many years. In addition to investors, Alex’s capital expertise and deep executive relationships helped his firm capture public equity and debt offerings as well as advisory work for AirNet, Gilat Satellite Networks (Israel), InterVoice, InterWave, Nice Systems, PCTel, SignalSoft, Tut Systems, Western Multiplex, Nice Systems (Israel), Nokia, Nortel Networks, ADC Telecom, AT&S (Austria), Lucent Technologies, Motorola and Qualcomm as well as many more.

Alex earned a BA in finance from Loyola University of Chicago and an MBA from Southern Methodist University. He now lives in the Dallas-Fort Worth area with his lovely wife of more than 25 years.

Alex Cena, Equity Research and Financial Analyst

Alex Cena, Equity Research and Financial Analyst


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