Alex Duty

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 also executes trades for client portfolios and reviews reporting from the firm’s fund administrator. Additionally, he also 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:

When Alex is not working, you might find him watching his children, Nella, Allie, and William, swim for the Sarasota Sharks. Alex volunteers to operate the console in the skybox at many of the home meets. He is also on the Finance Counsel for St. Mary Academy’s Board of Directors. Alex always enjoys family trips to the beach or Disney World and does his best to find time to get onto the golf course every now and then.

Alex Duty
Playing Guitar with Granddaughter

“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.”

Alex Duty

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.