Alex joined Evans and Partners in 2021 and is responsible for tailoring investment strategies for individuals, families, family offices and not-for-profit organisations. He creates and monitors bespoke investment portfolios encompassing all asset classes which meet client specific objectives and risk preferences.

He has a particular focus on the healthcare sector and works closely with the Research and Corporate team to provide clients with exposure to unique listed and unlisted healthcare opportunities.

Prior to joining Evans and Partners, Alex performed an analyst role with the Victor Smorgon Group in their US Real Estate Opportunities Fund.

Alex holds a Bachelor of Commerce, majoring in Finance and Marketing Science from Monash University and a Graduate Diploma of Financial Planning from Kaplan Professional.  He is also currently completing the Chartered Financial Analyst program, having already completed the first stage.

Expertise
  • High-Net-Worth Investing
  • Personal Investment Advice