Alexis Middle

Alexis Middle currently serves as the Director of Operations at SkyOak Wealth since November 2024. Previously, Alexis held the role of Investment Concierge at MassMutual Great Lakes from January 2024 to October 2024, and prior to that, served as the Director of Operations at Great Lakes Wealth from October 2022 to December 2023. Alexis brings extensive experience from Vernal Point Advisors as the Director of Client Operations (September 2018 - July 2022), Evercore ISI in West Coast Equity Sales (May 2011 - September 2018), and Willow Creek Capital Management as the Director of Operations (January 1999 - December 2009). Earlier experience includes working as a Sales Associate at BT Alex Brown from January 1995 to January 1999. Alexis holds a Bachelor of Arts degree in English Literature from the University of Michigan.