Alex Backenstoe

Director, Affiliate Product Strategy & Development at AMG Funds

Alex Backenstoe has worked in various roles and companies over the years. In 2017, Alex served as a Financial Representative at Northwestern Mutual. From 2018 to 2019, Alex worked as a Planner Assistant at Lincoln Financial Advisors, supporting Michael Barrett. Following this, in 2019, Alex briefly worked as an Equity Trader at T3 Trading Group, LLC and then as an Employee at Patterson Pools. Most recently, Alex joined AMG Funds in 2019 and has held multiple positions, including Internal Investment Consultant - Senior Associate and currently Director - Investment Research, Portfolio Specialist.

Alex Backenstoe completed a Bachelor of Science in Business Administration (BSBA) with a major in Finance from The Ohio State University Fisher College of Business from 2016 to 2018. Prior to that, Alex attended the United States Air Force Academy from 2014 to 2015, studying Economics. Alex has also obtained several certifications, including FactSet Essentials: Core Products from FactSet in January 2023, Series 63 from FINRA in December 2019, Series 7 from FINRA in September 2018, and Bloomberg Market Concepts from Bloomberg in February 2018. Additionally, Alex has a certification in Series 57 from FINRA, but the specific month and year of obtaining this certification are not provided.

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Previous companies

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Timeline

  • Director, Affiliate Product Strategy & Development

    January 1, 2024 - present

  • Director - Investment Research, Portfolio Specialist

    March, 2022

  • Internal Investment Consultant Senior Associate

    December, 2019

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