Alex is a Senior Analyst in the firm’s investment banking group, supporting buy-side and sell-side M&A and strategic advisory engagements. Additional responsibilities include industry research and financial analysis. Prior to joining Cherry Tree, Alex interned at CliftonLarsonAllen, supporting the Business Valuation group.
- Sell-side M&A
- Buy-side M&A
- Financial Analysis
- Industry & Market Research
Intern, CliftonLarsonAllen | Business Valuation
Intern, Wells Fargo | Credit Underwriting
- Cum Laude with a B.A., Finance, University of St. Thomas: May 2021
Member of the Aristotle Fund, co-managing a mid-cap equities fund of ~$9 million on behalf of the school’s endowment.
Member of the Twin Cities Scholars of Finance chapter.