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Alex Frey

Alex Frey

Portfolio Analyst

TeamPrivate Client, Portfolio Management
Location Delaware
Print Bio

Alex is a portfolio analyst in the Delaware office. She is responsible for assisting the portfolio management team in managing balanced accounts for their private clients. Alex previously served as a business intelligence analyst on the RBI team. Prior to joining the firm, Alex worked as an independence compliance associate at Ernst and Young.

Education

  • West Chester University, BS in Finance

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