Alex has spent his career in the shoes of the entrepreneur, strategist, and capital markets specialist, having developed his finance acumen as an investment banker serving companies large and small, and an entrepreneur as the co-founder of a multi service financial advisory firm.
During the first part of his career as an investment banker with Salomon Smith Barney and later Headwaters MB, he completed engagements involving strategic alternative reviews for multinational corporations, liquidity strategies for middle market entrepreneurs, sell side advisory assignments, equity and subordinated debt offerings in the public and private capital markets, and fairness opinions.
As an entrepreneur, Alex co-founded Intrinsic, LLC, a financial advisory firm which he has helped to grow from a kitchen table concept to one of the largest firms of its kind in the Rocky Mountains, servicing some of the most well known and well respected institutional investment firms and privately held companies in the region.
As a steadfast supporter of entrepreneurship through acquisition, he has been instrumental in the creation of Booth Search, the search fund program at the University of Chicago’s Booth School of Business, where he currently serves as Entrepreneur in Residence and Senior Advisor of Entrepreneurship Through Acquisition Programming.
Alex holds undergraduate degrees in Economics and Electrical Engineering from Claremont McKenna College and the University of Colorado, respectively, and an MBA from the University of Chicago Booth School of Business. He is also a CFA charter holder.