Alex Scoggins

Alex has over 7 years of experience in the investment management industry. In his role, Alex is responsible for managing relationships with the firm’s strategic stakeholders including institutional clients, consultants and prospects. Alex partners with them to ensure their needs are understood, long-term goals are supported, and trust is consistently earned.

In his role, Alex manages complex investment relationships, delivering tailored insights and translating portfolio strategy into meaningful client outcomes. He collaborates across investment, operations, and compliance teams to provide clear updates, anticipate evolving needs, and maintain alignment with each client’s objectives. He also assists the firm in product development and strategy.

Beyond client service, Alex is known for his analytical expertise and plays a key role in driving innovation at the firm. He has contributed to cross-functional initiatives focused on enhancing data integration, evaluating new systems, and exploring thoughtful applications of AI, resulting in measurable improvements in data architecture and business intelligence. His analytical mindset and collaborative approach foster transparency and trust across stakeholders.

Alex is an active member of Association of Investment Management Sales Executives (AIMSE) and the National Association of Securities Professionals (NASP).

Alex holds a Master of Science in Business Analytics from Seattle University, where he served as a Portfolio Manager for the Redhawk Fund and currently sits on the Albers School of Business Dean’s Advisory Board. He earned his Bachelor of Arts in Marketing from California Lutheran University.