Phil Alexander Email & Phone Number
Wealth Advisor | Forte Capital Group @ Forte Capital Group
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Phil Alexander Location
- New York, NY, US
Phil Alexander Work
- Wealth Advisor | Forte Capital Group @ (July 2026 - Present)
- Managing Director @ (September 2024 - April 2026)
- Director @ (May 2021 - September 2024)
- Executive Director @ (January 2021 - April 2021)
- Vice President @ (January 2017 - January 2021)
- Equity Sales Trader @ (July 2013 - March 2021)
- Associate @ (August 2012 - July 2013)
- Corporate and Investment Bank Summer Associate @ J.P. Morgan Chase & Co. (June 2011 - August 2011)
- Mutual Fund Client Services Analyst @ Morgan Stanley, Van Kampen Investments (June 2007 - June 2010)
- Investment Management Intern @ AG Edwards and Associates (November 2006 - December 2006)
- Houston Texans and Indianapolis Colts @ (April 2006 - September 2006)
Phil Alexander Education
- The Ohio State University, Fisher College of Business
Master of Business Administration (Investment Management & Strategy)
2010-2012 - Duke University
Bachelor of Arts (Public Policy Studies)
2001-2005
Phil Alexander Skills
- Equities
- Financial Analysis
- Valuation
- Financial Modeling
- Data Analysis
- Investments
- Series 7
- Capital Markets
- Project Management
- Series 63
- Management
- Finance
- Securities
- Portfolio Management
- Analysis
- Mutual Funds
- Bloomberg
- Investment Management
- Analytical Skills
- Caretaking
- Hospitality Projects
- Personal Styling
- Trading
- Sales
- Microsoft Excel
- Risk Management
Phil Alexander Summary
- Phil Alexander, based in New York, NY, US, is currently a Wealth Advisor | Forte Capital Group at Forte Capital Group. Phil Alexander brings experience from previous roles at Evercore, Wells Fargo and JPMorgan Chase & Co.. Phil Alexander holds a 2010 - 2012 Master of Business Administration in Investment Management & Strategy @ The Ohio State University, Fisher College of Business. With a robust skill set that includes Equities, Financial Analysis, Valuation, Financial Modeling, Data Analysis and more. Phil Alexander has 2 emails and 8 mobile phone numbers on RocketReach.
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