Alexis Roberts
Chief Operating Officer at Alexis Investment Partners LLC
Alexis Roberts active positions
Companies | Position | Start | End |
---|---|---|---|
Alexis Investment Partners LLC
Alexis Investment Partners LLC Investment ManagersFinance Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans. | Chief Operating Officer | 2018-01-31 | - |
Portfolio Manager-Equities | 2018-01-31 | - |
Career history of Alexis Roberts
Training of Alexis Roberts
Lehigh University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Operating Officer | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Alexis Investment Partners LLC
Alexis Investment Partners LLC Investment ManagersFinance Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans. | Finance |
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