How I Can Help You
Ali has been a cornerstone of the Pence Financial Group since joining the team in 2011. As a senior member of the Investment Team, he plays a pivotal role in shaping the firm’s investment strategy, managing risk, and constructing portfolios that align with client goals and market realities. His expertise spans across macroeconomic analysis, earnings forecasting, and equity strategy, allowing him to deliver timely, actionable insights to both the investment team and financial advisors. Ali also oversees the firm’s fundamental investment portfolio, leads individual stock selection, and is instrumental in the creation of Unit Investment Trusts (UITs) and the development of Pence Indices—custom benchmarks designed to reflect the firm’s unique investment philosophy. His work empowers clients to make informed decisions in a rapidly evolving financial landscape.

What Makes Me Knowledgeable
Ali brings over a decade of hands-on experience in investment management, backed by a deep understanding of global and U.S. economic trends. His role as an economist and strategist is supported by rigorous research and a data-driven approach to market analysis. He holds FINRA Series 7 and 66 registrations through LPL Financial, underscoring his commitment to professional standards and regulatory excellence.

Ali’s ability to connect macroeconomic indicators with micro-level investment decisions sets him apart. He’s known for his sharp analytical skills, forward-thinking mindset, and ability to distill complex financial concepts into clear, strategic guidance. Whether he’s evaluating earnings reports, monitoring geopolitical developments, or constructing custom indices, Ali brings precision, insight, and innovation to every aspect of his work.

Getting to Know Me
Beyond the numbers, Ali is a passionate thinker with a global perspective and a relentless curiosity about how markets move and why. His long tenure at Pence reflects not only his expertise but also his dedication to building lasting relationships and driving meaningful outcomes for clients. Colleagues describe him as thoughtful, collaborative, and deeply committed to continuous learning.

Outside of the office, Ali enjoys exploring economic history, staying current with global affairs, and engaging in conversations that challenge conventional thinking. His ability to blend technical expertise with a human touch makes him a trusted advisor and a dynamic force within the firm.