Alex (Alexander) Treistman Financial Services Background

Alex Treistman is the Managing Partner of Capital Markets at The Post Oak Group, a Houston-based investment bank serving the middle market with institutional-grade advisory services. A Houston native and Vanderbilt University Economics graduate, Treistman's career spans public equity analysis at Fayez Sarofim & Co., upstream oil and gas evaluation, commercial real estate capital structuring, and large-scale institutional fundraising. He holds Series 63 and Series 79 securities licenses and previously founded Meridian, a sell-side advisory firm that guided hundreds of founders through successful exits. Under his leadership, Post Oak Group now operates across 12 countries with over $82 billion in total transactions.