Alexis Middle

Director of Client Operations at Vernal Point Advisors

Alexis Middle is Director of Client Operations and orchestrates all aspects of client service to complement the technical service delivery teams at Vernal Point Advisors. Drawing on her background as an operations executive, she also plays an integral role in the administration of the firm.

Alexis has over 20 years of industry experience working closely with affluent individuals and their teams. Most recently, Alexis spent over 7 years at Evercore ISI, a leading global independent investment bank, where she joined the sales team and assisted in growing the San Francisco office. Prior to joining Evercore ISI, Alexis was the Director of Operations for over ten years at Willow Creek Capital Management, a hedge fund. At Willow Creek, she was an integral part of the management team that helped the fund grow assets from $200 million to over $1 billion. Alexis was the primary contact for all investor-related inquiries and was responsible for all accounting, legal, prime broker, compliance, and back-office operations.

Alexis received her B.A. in English Literature from the University of Michigan.


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