Alex is the most recent addition to the i*financial team. He brings over 15 years of investment and capital markets experience to the firm, in addition to a passion for helping others resolve problems and achieve their goals. Alex holds a Finance degree from the University of Texas at Austin, an MBA from St. Edward’s University and is a Chartered Alternative Investment Analyst (CAIA®). He has worked as a Bond Trader, Investment Analyst and Portfolio Manager – he is an avid student of the markets and fascinated by analyzing economic data and financial markets to design, construct and monitor investment portfolios. In his free time, he likes to stay active – cycling, running and kayaking and he enjoys the arts – live music and film in particular, as well as traveling and cooking with family and friends. He also holds FINRA Series 7 and 66 licenses and a Texas Life and Health insurance agent license.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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