Alex is a Shareholder of the firm and the Chief Research Officer. He is a member of the Chief Investment Office, chairs the firm’s Investment Oversight Committee, and serves on the firm’s Executive Leadership Team. His responsibilities include overseeing the development and deployment of Pathstone’s investment capabilities, portfolio management duties, as well as working closely with clients on complex investment solutions.

Previously, Alex was the Director of Equity & Fixed Income Research at Federal Street Advisors, where he oversaw the selection and due diligence of investment strategies for the firm’s $4 billion investment program.

Alex earned a Bachelor’s Degree in Economics from Colgate University. He also holds the Chartered Financial Analyst designation from the CFA Institute, the Chartered Alternative Investment Analyst designation from the CAIA Association, and is a member of the CFA Society Boston.

Alex is a Boston area native and lives in the suburbs with his wife and two children. During the winter, he spends time outside of the office backcountry skiing in Vermont, and in the summer, he enjoys fly fishing & the outdoors.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.