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Alex has managed accounts for a variety of individuals and businesses across the United States. Alex works closely with clients to manage their investment accounts, strategies, and portfolio risk.
Prior to joining Delta, Alex worked with global investment funds at the Bank of New York Mellon and honed his analytical abilities as a financial analyst with a Fortune Global 500 company. He has passed the Financial Industry Regulatory Authority’s Series 65 examination and is currently enrolled in the Chartered Financial Analyst (CFA) program.
Alex has a Master of Business Administration concentrating in finance from the Crummer Graduate School of Business at Rollins College, where he graduated with honors. He also has a bachelor’s degree in economics from Rollins College, graduating with honors.