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 2018, Alex was honored by Forbes Magazine as a “Top Next Gen Financial Advisor.”
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 cyclist and chess player.
Raymond James is not affiliated with any organizations mentioned.
Data provided by SHOOKTM Research, LLC as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com.
1 Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.