“I enjoy speaking to a diverse range of people. You always come across interesting personalities and it’s great to help them meet their financial goals.”
- Locations
- Exeter
Alex joined RBC Brewin Dolphin in 2017 and is anInvestment Manager in the Exeter office. He manages and constructs portfolios for a range of private clients including direct clients, business owners and farmers, and for clients of intermediaries such as independent financial advisers. He also manages portfolios for trusts, charities and pensions.
He began his financial services career in 2007 at Hargreaves Lansdown, where he worked as a Trainee Stockbroker, eventually becoming a Senior Equity Dealer. He then joined Seven Investment Management in 2014 working as a Dealer across their retail and institutional trading desks in the City of London.
Alex has a Bachelor of Science economics degree and is a qualified Chartered Wealth Manager.