Alex is a Managing Partner and Co-Chief Investment Officer at Evoke-ARIS. Alex has 21 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets with an average client size of approximately $300 million. After Merrill, Alex co-founded Aris, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts.
Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans.
Alex is a Chartered Financial Analyst (CFA®), a Certified Investment Management Analyst (CIMA®), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®). Barron’s magazine has repeatedly ranked him as one of America’s Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors and Top 1,000 Financial Advisors.
Alex graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California.
Alex is a prolific writer. His book titled Balanced Asset Allocation: How to Profit in Any Economic Climate, was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily.
He has been interviewed on Bloomberg Television and BBC as well as for articles in the Wall Street Journal, Barron’s and other publications. Alex has also contributed articles on asset allocation and long-term equity market cycles to Investments and Wealth Monitor, a national publication of the Investment Management Consultants Association (IMCA), and Advisor Perspectives, a leading publisher for financial professionals.