Alex joined Athena as a Research Analyst, focusing primarily on our domestic and international long-only equity investments. He helps determine strategic and tactical allocations within Athena’s Model Portfolio, while monitoring existing and prospective investment opportunities. Alex serves as a key contributor to the analysis of current macroeconomic conditions through participation in daily market updates, Investment Committee meetings, and quarterly market overviews. Additionally, he also leads due diligence on selective equity-focused hedge fund and impact investments.
Alex previously worked at Athena as a summer intern, supporting both the research and client teams.
- Bachelor of Science in Business Administration, with a concentration in Finance and Management Information Systems and a minor in Economics, from Boston University, cum laude
ACHIEVEMENTS AND POSTS
- Completed Level III of the CFA examination
- Adjunct Member, CFA Society Boston