skip to Main Content
Head Office: +353 1 668 7684
Alona Bernsteine

Alona has been active in the financial services industry since 2004 and is a Manager at KB Associates’ AIFMD and UCITS authorised management company. She has extensive experience in fixed income funds selection, fund analysis and ongoing performance monitoring, as well as in fund of funds portfolio management.

Before joining KB Associates, Alona was a Senior Investment Analyst at Mediolanum Irish Operations where she was responsible for best-in-class managers selection, fund qualitative analysis and ongoing fund managers’ oversight. Alona was also responsible for fund of funds’ portfolios management including investment decision making, asset allocation and risk budget monitoring. Previously she held a number of different financial services roles at RBC Dexia, GAM Fund Management Services, Baltic Trust Bank and Rietumu Banka, where she was involved in both UCITS and alternative investment funds administration.

Alona holds a degree in Economics from the University of Latvia. She is also a Chartered Financial Analyst (CFA).

Back To Top