Xavier Tazanu is a portfolio management senior associate based in Alexandria, VA.

Xavier focuses on advisor support and investment analysis, executing complex trades, overseeing portfolio rebalances, monitoring performance, and ensuring data integrity across multiple investment platforms. He leads new client onboarding and portfolio transitions, delivers performance reporting and market insights, and collaborates with advisors to design tailored investment strategies aligned with clients’ financial goals.

Xavier brings experience supporting wealth advisors and investment teams across institutional and private client portfolios, with responsibility for trading, reconciliations, reporting, and operational workflow improvements. His background also includes financial planning and risk‑management roles, where he built long‑term relationships, executed multi‑asset trades, and delivered insurance, retirement, and investment solutions.

Xavier graduated from Johnson and Wales University, earning his Bachelor of Science in finance.

Outside of work, Xavier enjoys spending time with family and friends, traveling, exploring film and music, and continuing his education while pursuing an MBA at the University of Maryland.