Alex Lippert

Alex Lippert CFA


Alex finds personal satisfaction in seeing the granular, analytical side of portfolio management and planning transform from the numerical and theoretical levels into impactful outcomes for clients. He earned his Bachelor of Arts degree from the University of Puget Sound, double majoring in International Business (emphasizing Finance) and in Mandarin Chinese. He maintains the Accredited Wealth Management Advisor (AWMA®) and the Chartered Financial Analyst (CFA) designation.

Alex enjoys cooking for family and friends, fly fishing, trail running, climbing mountains, and being a beekeeper. He and his wife Brittany love adventuring with their little ones and rescue pup.

Alex Lippert is a registered representative and investment advisor representative