Alex Morris

Director - Custom Models Senior Client PM

Alex Morris, CFA, holds a Bachelor's Degree in Biochemistry and Molecular Biology from the University of California, Berkeley. They started their career as an Intern Analyst at US Capital Global and later gained experience as an Intern to Portfolio Manager at Merrill Lynch. Over the years, Alex has held various positions at

Merrill Lynch, BlackRock, and Amber Solutions Inc., ultimately serving as Head of High Net Worth for Custom Model Solutions at BlackRock from 2025 to 2022. Additionally, they were a Vice President in Equity Research at Sandler O'Neill + Partners, L.P. and worked as a Financial Advisor at Merrill Lynch in 2018-2019. Currently, Alex leads initiatives in high-net-worth custom models, leveraging their extensive experience in the financial sector.

Location

Atlanta, United States

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