Prior to joining Capstone Financial Partners LLC, Alex was a Portfolio Manager and Senior Private Client Advisor with Wells Fargo Advisors. He also spent time as an Investment Strategist and Portfolio Manager for Wells Fargo Private Bank where he worked with high net worth clients to build portfolios that help them address their investment objectives while managing risk.
Alex’s background includes being a founding partner of an independent wealth management firm in Richmond. His role in this small business was a hybrid that included portfolio management, investment strategy, CFO and compliance. His background also includes nearly 20 years of institutional investing experience, much of which was spent as an equity research analyst.
Alex is a CFA®. It takes three years and three rigorous annual exams to earn the Chartered Financial Analyst (CFA®) designation. The designation signifies a foundation in advanced investment analysis and portfolio management. Alex received his B.S.B.A. from the University of Richmond and his M.B.A. from Georgia State University.
Alex grew up in Augusta, GA where he developed a love for golf. Away from the office, Alex spends his free time with his wife, Allyson, playing golf with his son, Tyler, and spending time with his daughter, Lilly, when she’s home from college.
Licenses
FINRA Series 7 (General Securities Representative), Series 66 (NASAA Uniform Combined State Law) held through LPL.
Series 9 & 10 (General Securities Sales Supervisor-Options License) held through LPL.
Chartered Financial Analyst - CFA