My research experience will help White Oaks make more informed decisions, providing clients with better risk adjusted returns and increasing the likelihood of our clients achieving their financial goals.
Alex holds a Bachelor of Arts in Economics and a Minor in Mathematics from the College of William and Mary in Williamsburg, Virginia and a Master of Science in Finance from the University of Illinois at Urbana-Champaign, where he specialized in financial engineering. Alex is also a CFA® Charter holder and CIPM® Certificate holder.
He began his career in investment research at The Roseline Financial Group in Richmond, Virginia, where he was born and raised. Alex spent nearly eight years at Roseline in investment research.
Alex joined White Oaks in 2014 as an Investment Analyst and was eventually promoted to Portfolio Manager. As a Portfolio Manager at White Oaks, Alex performs broad capital markets research to inform the asset allocation decisions within client portfolios as well as research on third party managers to ensure that White Oaks is accessing the desired exposures appropriately. He also monitors allocations and executes trades as necessary to maintain the desired allocations in client portfolios through time. Additionally, he monitors portfolio performance as well as performance of the underlying components to ensure that the portfolio and its underlying pieces are all behaving as expected. Finally, Alex communicates his portfolio insights to the rest of the team to assist them in their communications with clients and also creates client ready content such as whitepapers and videos to keep clients informed and educated on their portfolios.
Alex and his wife and three children enjoy spending time at the great beaches near White Oaks’ Florida office, and they make the two hour drive to Disney World several times a year. Alex also enjoys getting onto the golf course every now and then.