Joseph Alvin Tan, CFA

Joseph Alvin Tan is a portfolio manager at MBG Investment Management, Inc. Prior to joining MBG Investment Management, Inc. in 2017, he worked for over three years as a portfolio manager for the Trust & Investment Services Group of Union Bank of the Philippines. At Union Bank, he oversaw the group’s equity strategy, and managed US$200 million of client portfolios and institutional mandates, investing in fixed income, equities and private placements.

An avid entrepreneur, Alvin is the founding partner of Allserve Online System Inc., which consolidates gaming, mobile and other prepaid cards into a single platform. He was also a member of the Mathematics Training Guild, and competed as part of the Philippine team in the prestigious China Mathematics Olympics.

Alvin is CFA charter holder. He holds an undergraduate degree in BS Applied Mathematics Major in Mathematical Finance from the Ateneo de Manila University in the Philippines.

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