![Roxanne Alexander](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Roxanne L.
Alexander is a Wealth Manager at Evensky & Katz LLC.
She is senior financial advisor and partner with Evensky & Katz / Foldes handling client analysis with respect to investments, insurance, annuities, college planning, and developing investment policies.
She is also a member of the firm’s investment committee.
Prior to this, she was a senior vice president at Evensky & Katz working with both individual and institutional clients to achieve their investment and financial planning goals.
She also monitored financial plans and investment policies for individuals, trusts, pensions, and institutions.
Prior to joining the firm, Ms. Alexander was a partner at a real estate company in Jamaica serving international clients setting up operations in Jamaica.
She was responsible for analyzing current market conditions and advising on the best locations based on access, safety, and demographics.
Past clients include Burger King, McDonald’s, Sandals Resorts, the United States Embassy, the British Embassy, the United Nations, and Shell.
She received a bachelor’s degree in accounting and business management from the University of the West Indies and an MBA at the University of Miami in finance and investments.
Ms. Alexander is also a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner Licensee.
Aktive Positionen von Roxanne Alexander
Unternehmen | Position | Beginn |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Analyst-Equity | 01.01.2023 |
Ausbildung von Roxanne Alexander
University of Miami | Masters Business Admin |
University Of The West Indies | Undergraduate Degree |
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Private Unternehmen | 1 |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |