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Alex Paul, CFA Alex Paul, CFA, joined Athena in March 2011 as a Portfolio Advisor in the Client Advisory Group. Prior to joining Athena, Alex was a Senior Client Advisor to high net worth individuals and entrepreneurs at Crestone Capital Advisors LLC in Boulder, Colorado. Prior experience includes Testa, Hurwitz & Thibeault LLP as well as internships at Boston Research & Management and State Street Global Markets. Alex holds a B.A. from the University of Notre Dame and an MBA from the Carroll Graduate School of Management at Boston College. He is a CFA charterholder and is a member of the CFA Society of Colorado. Alex holds the Series 7 and 66 licenses. |