Alec James Winterhalter

Employer firm

Jordan Park Group LLC CRD 287755

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → 01/2026
  Morgan Stanley
  Long Beach, CA
• 02/2020 → 08/2023
  Tiburon Peninsula Club
  Tiburon, CA
• 07/2021 → 06/2022
  Uplifting Capital
  San Rafael, CA
• 02/2026 → Present
  Jordan Park Group Llc
  San Francisco, CA
• 08/2022 → 12/2025
  Chapman University
  Orange, CA
• 08/2021 → 05/2022
  Tamiscal High School
  Larkspur, CA
• 08/2018 → 02/2020
  Redwood High School
  Laskspur,, CA
• 02/2016 → 08/2018
  Middle School
  Marin, CA
• 04/2024 → 01/2026
  Morgan Stanley
  Long Beach, CA

Previous Registrations

• 2025-01-28 → 2026-01-12
  Morgan Stanley
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-28

Other Names

• Alec J Winterhalter