First Tech Federal Credit Union has nabbed a business consultant to lead the retail investment services division in the Northwest region.

As director of Investment Services, Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington. He is based in Beaverton, Ore., the Mountain View, Calif.-based credit union said.

Alexander Assaf will lead First Tech's investment services division in Idaho, Oregon and Washington.
Alexander Assaf will lead First Tech's investment services division in Idaho, Oregon and Washington.

Assaf joins Scott Hamaguchi, the regional director of Investment Services in California, Colorado, Texas, Georgia and Massachusetts.

Assaf was previously with James Alpha Management, a family office and asset management firm in Seattle, for almost one year, according to his LinkedIn profile. Prior to that, he was with Curian Capital, where he served as a senior external regional business consultant for three years.

"With Alex's wealth of experience consulting, mentoring and leading financial advisers, he is a perfect addition to lead the Northwest region," Scott Jenner, president of Addison Avenue Investment Services, said in a statement. "We are thrilled to have him join our team."

First Tech Federal Credit Union has 425,000 members and manages $3.1 billion in assets, according to the credit union. It serves the employees of large technology companies, including Hewlett Packard, Microsoft, Agilent, Intel, Cisco, Amazon and Google, through 40 branch locations in eight states.

The credit union uses Raymond James as its third-party broker dealer. More than 30 Raymond James financial advisers are involved in the institution's investment services division.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access