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
- 2026 -now Wealth Advisor | Forte Capital Group @
- 2024 -2026 Managing Director @
- 2021 -2024 Director @
- 2021 -2021 Executive Director @
- 2013 -2021 Equity Sales Trader @
- 2017 -2021 Vice President @
- 2012 -2013 Associate @
- 2011 -2011 Corporate and Investment Bank Summer Associate @ J.P. Morgan Chase & Co.
- 2007 -2010 Mutual Fund Client Services Analyst @ Morgan Stanley, Van Kampen Investments
- 2006 -2006 Investment Management Intern @ AG Edwards and Associates
- 2006 -2006 Houston Texans and Indianapolis Colts @
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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New York, NY, US
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