As Vice President of Portfolio Management and Head of Trading, Alex is responsible for implementation and maintenance of portfolios managed by GeoWealth. He also works with our clients to help them implement their in-house portfolios on the platform.
Before joining the GeoWealth Team, Alex spent over three years at Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Alex graduated from the University of Nebraska at Lincoln College of Business Administration with a B.S.B. in Economics in 2010. He also obtained the CFA designation in 2016.