Corporate Strategy, Equity Research, and Private Equity in Dallas, Texas
Alex Cena is an investment professional with over 25 years of equity research and principal investing experience. Previously, Alex was the technology analyst at Citi/Salomon Smith Barney, 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. 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 numerous public equity and debt offerings.
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.