Alex serves as a Portfolio Manager responsible for client relationship management, asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Alex was an Associate Portfolio Manager with Northern Trust Wealth Management and a Senior Pension Analyst working with Northern’s institutional clients. Alex earned a Bachelor of Science in Financial Planning and Counseling from Purdue University. He is a CFA charterholder and member of the CFA Society of Chicago.
9 Years Investment Experience