Justin Alexander
Justin Alexander, CAIA, operates as a Senior Financial Advisor - Portfolio Manager at Merrill Lynch Wealth Management having joined the firm in October 2018
Previous employers: Pacer Financial (now Pacer ETFs), Terra Capital Partners (now Mavik Capital Management), Horizons ETFs (now Global X ETFs by Mirae Asset), and Alex Brown (a division of Raymond James)
Currently, Justin provides guidance on Qualified Small Business Stock (QSBS) - helping founders and investors maximize tax-efficiencies. He also offers corporate cash management services tailored for early & growth-stage venture and private equity backed companies, as well as high-net worth advisory services for affluent individuals and families
Justin holds the Chartered Alternative Investment Analyst® (CAIA) designation. This designation highlights a skillset in conducting due diligence and allocating towards private equity, hedge funds, real assets, private credit, complex derivatives, etc.
A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
