Alex Lupis

Alex Lupis has a strong background in the financial industry with experience in various managerial and leadership roles. Starting in 1999, Lupis worked as an Analyst, Strategic Relationship Team at Putnam Investments, where they served as a founding member of the team and provided services to the company's largest pension fund clients and prospects. In 2002, Lupis joined Wellington Management Company as a Relationship Analyst, Public Funds Group, where they were a key member of the relationship management team for 24 U.S. Public Fund clients.

In 2004, Lupis moved to Citi and assumed the role of Head of International Corporate Access, US. They held this position until 2009 and were responsible for managing and overseeing corporate access initiatives. From 2009 to 2010, Lupis served as the Head of Asian Corporate Marketing at Citi, focusing on marketing strategies for the Asian market.

In 2010, Lupis joined HSBC as the Managing Director, Global Co-Head of ESG Sales and Global Head of Global Investor Access. In this role, they worked cross-functionally with various teams and divisions within the bank to drive support for the bank's Climate Ambition and assist clients on their transition journeys. They were also responsible for managing and implementing all aspects of Global Investor Access, including origination and execution of marketing initiatives for equity and fixed-income clients globally.

Most recently, Lupis joined Tribeca Investment Partners in 2022 as the Head of Distribution. In this role, they will likely be responsible for overseeing distribution strategies to promote the company's investment products and services.

Alex Lupis has a diverse education history. In 1987, they began their high school education at Saint Ignatius' College Riverview and graduated in 1993. During this time, they focused on various subjects without earning a specific degree. Alongside their high school education, Alex pursued their passion for music. In 1992, they obtained an Associate Diploma in Music from the Australian Music Examinations Board, specializing in Violin Performance and Teaching.

After completing their high school education, Alex Lupis attended the University of New South Wales (UNSW) from 1995 to 1998. At UNSW, they pursued a Bachelor's degree in Commerce with a focus on Finance and Marketing.

Later, Alex furthered their education by becoming a Chartered Financial Analyst. This certification was obtained from the CFA Institute by the year 2003.

Overall, Alex Lupis has a well-rounded educational background in fields such as high school education, music, finance, and marketing.