Alex joined Promontory Point Capital in 2020 and assists the firm’s engagement efforts in performing market and industry research, financial modeling, and other activities to support our client’s objectives. In addition to supporting the firm’s client activities, Alex is involved with helping manage PPC’s expanding network of private equity groups, strategic buyers, and a variety of bank and non-bank capital sources.
A Milwaukee native, Alex graduated Cum Laude from Marquette University in 2020 with a major in Finance. While attending college, Alex centered his education around investments, participating in the Applied Investment Management (AIM) Program at Marquette, tasking students to act as research analysts and manage approximately $2.5 million of Marquette University’s endowment fund across fixed income and equity securities. Alex is currently furthering his financial knowledge, preparing to earn the Chartered Financial Analyst (CFA) industry credential. Outside of the office, Alex enjoys exercising, cooking, and spending time with his family.