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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.