Arete Wealth
Alex Christie is a seasoned financial professional with extensive experience in operations and investment strategy. Currently serving as the Managing Director of Operations and Investment Specialist at Arete Wealth, Alex Christie drives the IPO/Syndicate business and customizes financial strategies for clients. Previous roles include Investment Specialist at National Securities Corporation and Assistant Vice President at Wells Fargo, where Alex Christie provided technical assistance and managed account-related issues. Earlier positions at Credit Suisse, Pershing, AXA Equitable, and BNY Mellon allowed Alex Christie to refine skills in operational efficiency, client services, and financial analysis. Alex Christie holds a Bachelor of Science in Finance and Financial Management Services from St. John's University and has furthered education at John Cabot University.
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Arete Wealth
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs.