Alex is a managing partner and co-founder of Birch Run Financial and has been working directly with Ed Lambert since 2008.
As a Chartered Financial Consultant®, Alex has completed one of the most extensive educational program on all aspects of financial planning, adheres to strict ethical standards and is committed to continuing education. He holds Series 6, 7, 9, 10, 63, and 65 licenses.
In developing financial plans and investor portfolios for clients, he applies his specialized knowledge of quantitative risk management and investor psychology, analyzing the impact of various asset classes on risk and return in both the short term and long term.
Alex graduated with honors from Washington University in St. Louis, earning a degree in physics and classical studies. He earned the ChFC® designation from the American College, a nonprofit educator with the highest level of academic accreditation.
His financial insight and advice are frequently sought. He has been quoted in the Wall Street Journal and is a regular guest on NBC 10 News in Philadelphia. Along with Ed, he has spoken to students at Ursinus College on a number of occasions.
In his free time, Alex enjoys spending time with his wife, Patty, and children, Jack and Samantha. He is active in charitable endeavors with the Shriners Hospital for Children and is an avid chess player.