Alex joined Patriot Investment Management in 2014. Prior to working at Patriot, Alex earned a Bachelor of Arts in Political Science and Legal Studies from the University of Tennessee in 2009, a Juris Doctorate from the University of Memphis Cecil C. Humphreys School of Law in 2012, and an MBA with a concentration in Finance from the University of Tennessee in December of 2013. While enrolled in the MBA Program Alex was a member of The Torch Fund, a student-run investment portfolio, was a Graduate Assistant in the Haslam College Finance Department, a member of the Tennessee Organization of MBAs, and was a Campus Ambassador for the MBA Program. He holds a Financial Industry Regulatory Authority (FINRA) Series 65 license.
Alex serves as an Investment Manager and Para-Planner, assisting clients in all areas of financial planning including investment management, asset allocation, estate planning, retirement planning, tax planning, and insurance planning.
In his free time Alex enjoys playing golf, college athletics, and spending time with his family and friends. Originally from Memphis, Alex lives in Knoxville with his wife, Emily and their son, Andrew. They are members of Cokesbury United Methodist Church.