Expertise

Portfolio manager for trust, private and institutional clients in Colorado, and leads alternative investment research and due diligence

Experience

Alex joined FCI Advisors in 2021 and in 2025 was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust. He has over 10 years of experience in the investment industry.

Prior to joining, Alex was an investment consultant for OppenheimerFunds, now known as Invesco, working with RIAs and trust companies across the western U.S.

Alex started his career at a trust company based out of Green Bay, Wisconsin, providing investment research and managing portfolios for institutional and private clients.

Education

BS in Finance, St. Norbert College

Chartered Alternative Investment Analyst charterholder

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CAIA Association®, Executive Committee Member

CFA Institute, Member

CFA Colorado, Member

Boulder Investment Group, Member