Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at the University of Florida, he made the trek to the annual Berkshire Hathaway shareholder event in Omaha, Nebraska. Being a cash strapped college student who couldn’t afford a plane ticket, he instead decided to drive twenty hours (each way) from Gainesville. After that, he was hooked. He changed his major to finance and graduated with a bachelor’s degree from UF in 2011.
While working for a small investment firm in Jacksonville, Florida, he added the CFA designation and an MBA to his resume. His path crossed with The Fiduciary Group in 2015. The opportunity to join a larger firm and truly make a difference for clients persuaded him to the join TFG. After being with us for almost four years, he still enjoys the ongoing effort of understanding individual companies, their competitors, and how their industries are constantly evolving in an ever-changing world. He particularly likes the challenge associated with marrying the concept of business quality with the attractiveness of the underlying stock (the relationship between price and value). On an average day you’ll find him listening to conference calls, reading annual reports, and keeping up to date on any major developments among the companies we own for our clients.
Outside the office you’ll find him running around Forsyth Park, playing tennis at Daffin Park, or reading at a downtown coffee shop. He’s an avid traveler, and has recently visited Denver, Zion National Park in Utah, and Seattle. On his next trip in May, Alex will be celebrating his 30th birthday in Toronto.
