Alex is the Portfolio Manager at White Oaks and has been with the company since April 2014. His investment experience began at The Roseline Group in Richmond, Virginia, where he was born and raised. Alex spent nearly eight years at Roseline in investment research. Alex holds a Bachelor of Arts in Economics and a Minor in Mathematics from the College of William and Mary and a Master of Science in Finance from the University of Illinois, where he specialized in financial engineering. He has held the CFA® Charter designation since 2011, and he received his CIPM® certificate in 2017. In his role, Alex performs broad capital markets research to inform the asset allocation decisions within clie