Alex Harper

Investment Analyst, CFA®

Alex brings a strong analytical perspective to the team, specializing in company analysis, valuation, and portfolio design. Prior to joining the firm, he gained valuable experience in the investment banking industry as an analyst focused on downstream energy, where he developed a deep understanding of complex financial structures. A graduate of Washington & Lee University with a degree in Accounting, Alex is dedicated to crafting client-centered strategies. In his free time, he enjoys exploring new destinations, diving into a good book, and discovering Richmond’s diverse restaurant scene.