Roxanne Alexander

Analyst-Equity chez Evensky & Katz LLC

Profil

Ms. Roxanne L.
Alexander is a Wealth Manager & Principal at Evensky & Katz LLC.
She is senior financial advisor and partner with Evensky & Katz / Foldes handling client analysis with respect to investments, insurance, annuities, college planning, and developing investment policies.
She is also a member of the firm’s investment committee.
Prior to this, she was a Senior Vice President at Evensky & Katz working with both individual and institutional clients to achieve their investment and financial planning goals.
She also monitored financial plans and investment policies for individuals, trusts, pensions, and institutions.
Prior to joining the firm, Ms. Alexander was a partner at a real estate company in Jamaica serving international clients setting up operations in Jamaica.
She was responsible for analyzing current market conditions and advising on the best locations based on access, safety, and demographics.
Past clients include Burger King, McDonald’s, Sandals Resorts, the United States Embassy, the British Embassy, the United Nations, and Shell.
She received a bachelor’s degree in accounting and business management from the University of the West Indies and an MBA at the University of Miami in finance and investments.
Ms. Alexander is also a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner Licensee.

Postes actifs de Roxanne Alexander

Sociétés	Poste	Début
Evensky & Katz LLC	Analyst-Equity	01/01/2023