Career Path of a Chief Operating Officer and Portfolio Manager at a Registered Investment Advisor
Alexis's career path began early, with research internships starting at age 16, followed by managing part of Lehigh University's endowment as part of "an exclusive peer group focused on macroeconomics." This experience led to the creation of Alexis Investment Partners five years ago, a firm where Alexis currently serves as COO/Portfolio Manager, and through which they've even launched an ETF.
Finance, Portfolio Management, Entrepreneurship, Investment Management, Endowment Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Started conducting research internships at age 16.
2. Managed a portion of Lehigh University's endowment as part of a select group focused on macroeconomics.
3. Co-founded Alexis Investment Partners with her father and subsequently launched an ETF.
Transcript
Could you walk me through your career path, starting with your experiences in college? Please include any internships or jobs you had before your current role.
Yes, definitely. I was basically groomed for this role starting in high school. I had the privilege to start doing some research internships back when I was 16.
When I entered college at Lehigh University, I was able to manage part of the university's endowment as part of an exclusive peer group focused on macroeconomics.
From there, I launched my career at Alexis Investment Partners, a firm that my dad and I created together about five years ago. We have since launched an ETF as well.
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