Alex is a vice president, relationship director and investment specialist at Avantis Investors®. Prior to the launch of Avantis in 2019, Alex served as a regional director for the financial advisor services independent advisor group at Dimensional Fund Advisors (DFA). In this role, Alex was responsible for overseeing and expanding east coast client relationships with independent financial advisors.
Alex earned a bachelor of science in financial mathematics and applied probability from the University of California, Santa Barbara. He is a CFA charterholder and holds Series 7 and 63 licenses.