Alex has over 20 years financial markets experience including managing family office and institutional portfolios, asset allocation, equity analysis and trading. As Chief Executive Alex’s role spans all aspects of the Harper Bernays offering. He is passionate about delivering a market leading offering that best meets clients’ needs.
Prior to joining Harper Bernays, Alex was the Chief Investment Officer of Lipman Burgon & Partners, managing $1.5bn multi asset class portfolios for family offices, institutions and high net worth investors. He also previously held Executive Director roles at Merrill Lynch and JP Morgan.
Alex holds a Bachelor of Economics from the Australian National University and the Chartered Financial Analyst (CFA) designation from the CFA Institute.