About Alex
As a Portfolio Manager and Senior Wealth Advisor Alex specializes in strategy research and trading, client asset allocation, and investment planning. He works closely with clients to identify their financial goals, helping them establish a financial plan and create an investment portfolio suited to their unique objectives.
Prior to joining the firm, Alex was a Portfolio Manager at InterOcean Capital, an Associate Portfolio Manager with Northern Trust Wealth Management and a Senior Pension Analyst working with Northern’s Institutional Clients. Alex earned a Bachelor of Science in Financial Planning and Counseling from Purdue University. He is a CFA® Charterholder and a member of the CFA® Society of Nashville.
Outside of work, Alex enjoys anything involving the outdoors as well as spending time with his family.
As a Portfolio Manager and Senior Wealth Advisor Alex specializes in strategy research and trading, client asset allocation, and investment planning. He works closely with clients to identify their financial goals, helping them establish a financial plan and create an investment portfolio suited to their unique objectives.
Prior to joining the firm, Alex was a Portfolio Manager at InterOcean Capital, an Associate Portfolio Manager with Northern Trust Wealth Management and a Senior Pension Analyst working with Northern’s Institutional Clients. Alex earned a Bachelor of Science in Financial Planning and Counseling from Purdue University. He is a CFA® Charterholder and a member of the CFA® Society of Nashville.
Outside of work, Alex enjoys anything involving the outdoors as well as spending time with his family.