Alex Lilles, CFA

Alex joined the firm in 2014 as a Research Analyst. For 13 years, Alex held various positions with WHV Investment Management (formerly Wentworth, Hauser & Violich) in San Francisco. At WHV, Alex specialized in large cap equity research. He covered several sectors including energy, consumer staples, and materials, with a conservative approach similar to that of Stewart and Patten. Also at WHV, he co-managed individual portfolios for the firm’s high net worth clients. Alex holds a B.A. in Communications from Washington State University and holds the Chartered Financial Analyst Designation.