Alex Hart
CFA, CAIA
Chief Research Officer
- Leadership Team
- Investment Oversight Committee
- Shareholder
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.
Group
Certification
Office
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.
