Alex Hart
CFA, CAIA
Executive Managing Director
- Leadership Team
- Investment Oversight Committee
- Shareholder
Alex is a shareholder of the firm and the Executive Managing Director of Investment Research. His responsibilities include overseeing Pathstone’s investment research team, the selection and due diligence of investment strategies for the firm’s clients, and portfolio management duties. Alex is a member of the firm’s Chief Investment Office and a voting member of the Investment Committee. He also serves on the firm’s Impact Committee.
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 downtown with his wife. During the winter he spends time outside of the office backcountry skiing in Vermont, and in the summer enjoys fly fishing & the outdoors.
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Certification
Office
Alex is a shareholder of the firm and the Executive Managing Director of Investment Research. His responsibilities include overseeing Pathstone’s investment research team, the selection and due diligence of investment strategies for the firm’s clients, and portfolio management duties. Alex is a member of the firm’s Chief Investment Office and a voting member of the Investment Committee. He also serves on the firm’s Impact Committee.
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 downtown with his wife. During the winter he spends time outside of the office backcountry skiing in Vermont, and in the summer enjoys fly fishing & the outdoors.
