Alex Kaye, CFA, is a senior investment professional with extensive experience in delivering investment solutions and managing portfolios for institutional and ultra-high-net-worth investors. They served as a Senior Investment Strategist and Retirement Advisor at PlanMember Financial Corporation from 2021 to 2023 and held various senior roles at firms including Credit Suisse, Wilshire Associates, and Morningstar. Alex's expertise encompasses asset allocation modeling, risk management, and due diligence on asset managers and private equity investments. With a strong foundation in client service and project management, they have consistently led teams to achieve comprehensive investment outcomes.
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