Alex Miles Email & Phone Number
Vice President Partner Success Strategy @ Mercer Advisors
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Alex Miles Location
- United States
Alex Miles Work
- 2026 -now Vice President Partner Success Strategy @
- 2023 -2025 Senior Wealth Advisor and Charlotte Market Leader @
- 2003 -2023 Co-Founder, Managing Partner, Chief Investment Officer @
- 2020 -2023 Strategic Planning Committee Member @
- 2012 -2016 Executive Board Member- Treasurer @
- 2005 -2009 Founder and Portfolio Manager @ The Aqueduct Fund, LLC
- 2002 -2003 Director @ James M. Myers Company
- 2001 -2002 Associate @ Lehman Brothers
- 1996 -1999 Tournament Operations @
Alex Miles Education
- UNC Kenan-Flagler Business School
MBA, Investment Managment, Sustainable Finance (MBA, Investment Managment, Sustainable Finance)
- Emory University
BA, English (BA, English)
- Colgate University
English (English)
- University of Oxford
non-degree, British and Irish Literature (non-degree, British and Irish Literature)
1993 - Harvard Extension School
Economics, Accounting (Economics, Accounting)
- The Hotchkiss School
(H.S. Diploma)
- W.B. Yeats School, Sligo Ireland
(Non-degree, Contemporary Irish Poetry w/ Paul Muldoon, Seamus Heaney & Helen Vendler)
Alex Miles Skills
- Energy
- Sustainability
- Climate Change
- Infrastructure
- Water
- Hedge Funds
- Equities
- Renewable Energy
- Mutual Funds
- Management
- Investment Management
- Asset Managment
- Mergers
- Financial Analysis
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Investments
- Investment Advice
- Strategic Planning
- Strategy
- Wealth Management
- Asset Management
- Private Equity
- Due Diligence
- Mergers and Acquisitions
- Leadership
- Women Owned Business
- Fixed Income
- 401K Retirement Savings Plans
- Family Office
- Global Investment Management
- Business Transition
- Business Strategy
- Philanthropy
- 401 Retirement Savings Plans
Alex Miles Summary
- Alex Miles, based in United States, is currently a Vice President Partner Success Strategy at Mercer Advisors. Alex Miles brings experience from previous roles at Mercer Advisors, Kingfisher Capital, Charlotte Symphony Orchestra and Envision Charlotte. Alex Miles holds a MBA, Investment Managment, Sustainable Finance in MBA, Investment Managment, Sustainable Finance @ UNC Kenan-Flagler Business School. With a robust skill set that includes Energy, Sustainability, Climate Change, Infrastructure, Water and more. Alex Miles has 3 emails and 2 mobile phone numbers on RocketReach.
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