Alex Swift

Alex Swift, CFA, CAIA, is a seasoned finance professional with extensive experience in business valuation and investment banking. Currently serving as Senior Technical Manager for Valuations at Carta since March 2022, Alex previously held leadership roles at RSM US LLP, where responsibilities included Director, Manager, Supervisor, and Senior Associate in Business Valuation from September 2017 to February 2022. Prior experience includes positions as an Investment Banking Analyst and in Institutional Equity Sales at Craig-Hallum Capital Group from November 2013 to March 2017, as well as a Financial Analyst at UnitedHealth Group in 2013, and as a Financial Representative at Northwestern Mutual in 2012. Alex holds a Bachelor of Business Administration in Finance, Investment, and Banking from Wisconsin School of Business, completed in 2011, after graduating from Edina High School in 2008.