Alex handles model updates, oversees daily trading and works with the Investment Committee on due diligence and review of GeoWealth offerings.
Prior to joining GeoWealth, Alex spent over three years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. Alex graduated from the University of Nebraska-Lincoln College of Business Administration with a B.S.B. in Economics. He also obtained his Chartered Financial Analyst® (CFA) designation.
Outside the office, Alex enjoys relaxing at the lake with his wife. He regularly attends Cubs, White Sox, Blackhawks and Bulls games.