Alexis assists in developing appropriate asset allocations and in rebalancing portfolios. Alexis also works closely with clients, administering portfolios and responding to special requests. She leads the preparation and analysis of detailed financial plans and long-term projections for clients, as well. For the Chicago office’s manager-of-manager client relationships, she provides additional support to the staff. She prepares detailed monthly reports, integrating illustrative charts and graphs.
Alexis is a graduate of Depaul University. Previously, she was employed as an Analyst/Intern with our firm for two years while pursuing her finance degree. As such, she was a member of the firm’s research team, analyzing and reviewing economic data as well as securities held in the firm’s composites.