About Alex
As a Portfolio Manager, 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.