Alex joined the team in February 2022 as an Investment Portfolio Associate, he assists with portfolio management as well as summarizing company and industry research. He graduated from Union College in 2020 with a B.A. in Economics and a focus in the psychology of investing. Alex holds both Series 7 and 66 Licenses. He currently resides in Philadelphia, PA, and is an avid flyfisher, outdoorsman, and conservationist.