• Firm: Laurel Tree Advisors
  • Job Title: Assistant Portfolio Manager
  • Certifications: CFP®

Experience

Alex is very active on the firm’s investment research committee, providing in-depth reports on securities and economic topics. He also reviews and analyzes investment portfolios as well as preparation and presentation of financial plans. He has developed multiple templates and tools that streamline portfolio allocation and apply investment research that the company currently uses in their business processes. Maintenance of the company website, social media, and other various technological tasks are part of Alex’s routine.

In addition to creating financial plans and managing portfolios for clients that are nearing or in retirement, Alex specializes in creating financial plans for the younger demographic who want to maximize the efficiency of their income and resources.

Alex is a member of the Financial Planning Association of Northeast Ohio where he leads the technology committee and develops website strategies. Alex participates in virtual financial planning through Nerdwallet’s Ask an Advisor. Alex also participates in the Steering Committee of the Muldoon Partners at the Muldoon Center for Entrepreneurship where he helps with the strategy and direction of the group. Alex is also a member of the Estate Planning Council of Cleveland.

Disclaimer: Answers given on Advisor Network do not include all of the information required to create a financial plan or take an official tax position. Advisor Network questions and answers will probably not apply directly to each situation. Before implementing any advice on Advisor Network, you should seek the advice of a professional expert.

Education

 Alex receives his BBA in finance at the University of Akron.

Quote from Alexander Rupert

“Alex Rupert, assistant portfolio manager, passionately advocates, advises, and educates his clients by offering simple and comprehensive guidance to achieve their financial freedom.”