Alexandra Ergon

Director, Investment Product Management at Mission Square Retirement

Alexandra Ergon, CFA, currently serves as the Director of Investment Product Management at MissionSquare Retirement, where Alexandra supports business development and client service retention efforts. Previously, Alexandra held roles such as Business Development Director at MicroVest Capital Management, LLC, Director of Business Strategy & Client Development at Grant & Eisenhofer PA, and Senior Client Executive at Calvert Investment Management. Alexandra also has experience as the Head of Relationship Management at DuPont Capital Management and as a Client Portfolio Manager at DuPont Company Management. Alexandra holds a Master of Business Administration (MBA) in Finance and a Bachelor of Arts (BA) with a double major in Economics and Psychology from Emory University.

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Timeline

  • Director, Investment Product Management

    June, 2022 - present

  • Senior Manager Institutional Sales

    February, 2021

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