Alex is a Partner of the firm and the Director of Investment Research. He is responsible for managing the day to day due diligence and selection of investment funds and investment managers for the firm’s clients. His primary analyst responsibility is evaluating alternative investment opportunities in hedge funds, private equity and fixed income.
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.