Alex Paul, CFA
Managing Director, Portfolio Management
As Managing Director and leader of the Portfolio Management Team, Alex oversees the delivery of investment advisory services to clients including asset allocation, portfolio construction and other portfolio management-related services. He also has extensive experience implementing customized values-based investing solutions and is the Portfolio Manager for the Athena Catholic Values Fund.
Prior to joining Athena, Alex was a Senior Client Advisor to high net worth families, entrepreneurs and charitable entities at Crestone Capital Advisors in Boulder, Colorado. Additional experience includes work at Testa, Hurwitz & Thibeault LLP, Boston Research & Management and State Street Global Markets.
- Master of Business Administration from the Carroll Graduate School of Management at Boston College
- Bachelor of Arts in Economics from the University of Notre Dame
ACHIEVEMENTS AND POSTS
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Society Boston