Alex Miles Email & Phone Number
Partner, Vice President Partner Success Strategy @ Mercer Advisors
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Alex Miles Location
- United States
Alex Miles Work
- Partner, Vice President Partner Success Strategy @ (January 2026 - Present)
- Charlotte Market Leader and Senior Wealth Advisor @ (October 2023 - December 2025)
- Co-Founder, Managing Partner, Chief Investment Officer @ Kingfisher Capital (January 2004 - January 2023)
- Founder and Portfolio Manager @ The Aqueduct Fund, LLC (January 2005 - January 2009)
- Director @ James M. Myers Research, LLC (January 2002 - January 2004)
- Associate @ Lehman Brothers (January 2001 - January 2002)
- Tournament Operations Manager @ (January 1996 - January 1999)
Alex Miles Education
- UNC Kenan-Flagler Business School
MBA (Investment Managment, Sustainable Finance)
- Emory University
BA (English)
- Colgate University
English
- University of Oxford
non-degree (British and Irish Literature)
- Harvard Extension School
Economics (Accounting)
- W.B. Yeats School, Sligo Ireland
Non-degree (Contemporary Irish Poetry w/ Paul Muldoon, Seamus Heaney & Helen Vendler)
- The Hotchkiss School
H.S. Diploma
Alex Miles Skills
- 401(k) Retirement Savings Plans
- Advising People
- Alternative Investments
- Asset Management
- Asset Managment
- Business Analysis
- Business Strategy
- Business Transition
- Climate Change
- Due Diligence
- Energy
- Entrepreneurship
- Equities
- Family Office
- Financial Analysis
- Financial Modeling
- Fixed Income
- Global Investment Management
- Global Macro
- Hedge Funds
- Infrastructure
- Investment Advice
- Investment Management
- Investments
- Leadership
- Macro Analysis
- Management
- Mergers
- Mergers & Acquisitions
- Mergers & Acquisitions (M&A)
- Mutual Funds
- Nonprofit Volunteering
- Philanthropy
- Portfolio Management
- Private Equity
- Renewable Energy
- Strategic Planning
- Strategy
- Sustainability
- Water
- Wealth Management
- Women Owned Business
- Mergers and Acquisitions
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Alex Miles Summary
- Alex Miles, based in United States, is currently a Partner, Vice President Partner Success Strategy at Mercer Advisors. Alex Miles brings experience from previous roles at Mercer Advisors, Kingfisher Capital, The Aqueduct Fund, LLC and James M. Myers Research, LLC. Alex Miles holds a MBA in Investment Managment, Sustainable Finance @ UNC Kenan-Flagler Business School. With a robust skill set that includes 401(k) Retirement Savings Plans, Advising People, Alternative Investments, Asset Management, Asset Managment and more. Alex Miles has 3 emails and 2 mobile phone numbers on RocketReach.
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