Alice V. Caballero

Senior Marketing Associate, Assistant Vice President

Alice Caballero helps execute the firm’s comprehensive marketing strategy across all mediums, including website maintenance, preparation of marketing materials ranging from factsheets to presentations, and many external communications via email marketing and advertisements. Alice collaborates with the Asset Management team on an annual, quarterly, monthly and sometimes more timely basis to deliver commentary on the markets and economic news. Alice leads the firm and advisors’ social media efforts utilizing best-in-class industry systems and resources. Working closely with various branches and advisors, Alice also supports their local individualized needs for sponsorships, events invitations, advertisements and more.


  • Virginia Tech, BS, Marketing Management