Alex brings more than 10 years of investments and capital markets experience to Forum. As Managing Director – Southeast Region, Alex is responsible for providing portfolio and investment management support for Forum’s fund strategies and products specifically in the Southeast territory.
Prior to joining Forum, Alex was Regional Director at Resolute Investment Managers where he covered RIAs, wires, and independent channels with a focus on mutual funds and ETFs. Before that, he held similar roles at Highland Capital Management and RS Investments where he helped raise over $300 million in liquid alternative mutual funds.
Alex holds a Bachelor of Arts in Finance from Elon University in North Carolina. Outside of work he enjoys working out, playing the piano and hiking the national parks with his wife and their Lab, Gus.
