Addison Avenue Investment Services hires Alexander Assaf as Northwest Director of Investment Services

SAN JOSE, CA (September 6, 2016) — Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, has hired Alexander Assaf, Registered Representative, RJFS, as the Director of Investment Services, serving the Northwest region. He is based in Beaverton, Oregon.

Throughout his tenure in the financial services industry, Assaf has empowered thousands of financial advisors to excel in critical skills, including business development, practice management, marketing and technology. In his new role, Assaf is responsible for leading financial advisors and their teams for Addison Avenue Investment Services throughout Idaho, Oregon and Washington.

“With Alex’s wealth of experience consulting, mentoring and leading financial advisors, he is a perfect addition to lead the Northwest region,” Addison Avenue Investment Services President Scott Jenner said. “We are lucky to have Alex. His dedication to mentoring and leading people, along with his commitment to success, are unparalleled. We are thrilled to have him join our team.”

Assaf most recently served as a regional business consultant for James Alpha Advisors and before that at Curian Capital. He is a graduate of Dartmouth College and is an active volunteer for the Kommos Conservancy.

About First Tech Federal Credit Union

First Tech Federal Credit Union is a $17+ billion institution headquartered in San Jose, California. The nation's premier credit union serves the world's leading technology-oriented companies and their employees, including HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, Intuit, Google, and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to more than 720,000 members through its 33 branch locations, more than 5,600 CO-OP Shared Branch locations, 30,000 CO-OP Network ATMs, and online platforms. First Tech offers a full range of financial services, including traditional banking, online banking, mortgages, financial planning, various consumer loans, and insurance services. Federally insured by NCUA. Equal Housing Lender. For more information, visit

 About Addison Avenue Investment Services

Addison Avenue Investment Services is the recognized investment services program provided by the Financial Advisors of First Tech Federal Credit Union. Initially launched in 1998 to serve the investment needs of Hewlett-Packard employees, the team at Addison Avenue Investment Services has helped make their credit union investment program the largest in the nation*, with Raymond James Financial Advisors managing $3.1 billion in assets for First Tech’s 425,000 members. There are more than 30 Raymond James Financial Advisors operating in 40 First Tech branches across eight states.

Raymond James Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.

*Kehrer Bielan Research & Consulting

Registered branch address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585


Sophia Gilbert
The Hoffman Agency

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