Alex Heron, CFA in

Alex Heron, CFA

Evaluator · DISC type Sdc
EVP, Strategic Relationships Lead at PIMCO
📍 Calgary, Alberta, Canada

Alex Heron is an Executive Vice President at PIMCO with 29 years of investment experience, where he leads the strategic relationships team for top financial advisors across Canada. Described by colleagues as professional and experienced, he is a CFA charterholder and a graduate of Wilfrid Laurier University.

He chairs the Canadian Product Oversight Committee and is spearheading the development of PIMCOs alternatives business within the Canadian retail market.

Read the full overview →
Experience
13 Years
Current Role
EVP, Strategic Relationships Lead
Job Level
Leadership
Location
Calgary, Alberta, Canada
Personality Overview

How Alex shows up

Thorough Evaluator
Fast But Analytical
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Alex cares about

Asset-Based Finance
He is featured as a subject matter expert on PIMCO's website, demystifying this specific evolution in private credit for investors.
Private Credit
A core focus of his role, he frequently discusses private credit and its role as the "next frontier" of alternative investments.
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Career

Work history

1-2023
EVP, Strategic Relationships Lead
PIMCO
1-2015
Senior Vice President Sales
PIMCO
5-2012
Vice President, National Sales, Alberta
PIMCO
7-2012
Vice President
Capital International
RVP Sales
AGF Management Limited
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1995
Honours Economics
Wilfrid Laurier University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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