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Alex Stoody

Vice President & Portfolio Manager

The RaeLipskie Partnership

Canada, Ontario, Kitchener

About Me

Alex first joined The RaeLipskie Partnership as an intern in the summer of 2014. Upon completion of his BBA degree at Wilfrid Laurier University, majoring in finance and minoring in financial mathematics, Alex rejoined the firm as a Portfolio Manager Assistant. While with RaeLipskie, Alex has earned both his CIM and CFA designation. During his time with RaeLipskie, Alex has gained experience in all areas of the wealth management framework from prudent risk management to excellent client service. Passionate about the financial markets, Alex leverages his education and experience in the application of customized portfolio construction. Alex is an active member of the firm’s Investment Commi

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Profile Information

Vice President & Portfolio Manager

The RaeLipskie Partnership

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Kitchener

Ontario

Canada

Aug 12, 2024

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