Alex Webb

Alex Webb joined PFI Advisors in 2018, after graduating from Miami University in Ohio with a degree in Finance. As an Associate, Alex provides high-touch client service in all areas of our business, with both breakaway advisors and existing RIAs. He works closely with all vendors making up the RIA technology suite: custodians, reporting providers, financial planning tools, research solutions, CRMs, and trading/rebalancing solution providers. Prior to PFI, Alex interned at MAI Capital Management, a multibillion-dollar RIA in Cleveland, OH with over 70 employees. Alex performed financial market research and developed an understanding of the firm’s proprietary investment strategies. Excited to be living in Southern California, Alex hopes to earn his CFA designation in the years to come. Learn more here.

IRIS

Alex Webb

Alex Webb

STORIES BY Alex Webb

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