Portfolio Manager, CFA®, CIPM®
Alex is the Portfolio Manager at White Oaks and has been with the company since April 2014. His investment experience began at The Roseline Group in Richmond, Virginia, where he was born and raised. Alex spent nearly eight years at Roseline in investment research.
Alex holds a Bachelor of Arts in Economics and a Minor in Mathematics from the College of William and Mary and a Master of Science in Finance from the University of Illinois, where he specialized in financial engineering. He has held the CFA® Charter designation since 2011, and he received his CIPM® certificate in 2017.
In his role, 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 creates client-ready content such as whitepapers and videos to keep clients informed and educated on their portfolios. Here is a sampling of some of his recent content:
- Gold – A Precious Holding in Your Portfolio
- The Debate Over Dividend Stocks
- Investment Diversification, Part 1
- Investment Diversification, Part 2
- Fees 101
Alex enjoys spending time with his wife, Katie and three children, Nella, Allie and William, at the beaches near White Oaks’ Florida office. They also make the two-hour drive to Disney World several times a year. He also enjoys getting onto the golf course every now and then.
“My research experience helps White Oaks make more informed decisions, providing clients with better risk adjusted returns and increasing the likelihood of our clients achieving their financial goals.”