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
Alex Stoody
Vice President & Portfolio Manager
The RaeLipskie Partnership
Canada, Ontario, Kitchener
About Me
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
More profiles to browse
Robin Stanton
Vice-President & Portfolio Manager/Investment Counselor
AM
Andrea Miljkovic
Investment Counsellor, Vice-President & Portfolio Manager
Brian Lipskie
President & CCO
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office