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College Experiences That Helped A Portfolio Manager At An Investment Advisor Succeed

Alexis's undergraduate experience provided a strong foundation for their career, combining rigorous academics ("honors thesis in macroeconomics," "fellowship in communications") with practical experience ("working...getting some real world experience"). This was further enhanced by involvement in extracurricular activities, including athletic commitments and managing part of the university's endowment, demonstrating strong time management skills and leadership potential.

Time Management, Leadership, Financial Management, Communication, Real-World Experience

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. Time management skills through involvement in division one athletics

2. Experience managing investments through involvement in managing part of the university's endowment

3. Real-world experience by working in a family firm and conducting an honors thesis on macroeconomics and federal reserve policy

Transcript

What did you do in undergrad to set you up for success in your career?

I was very involved in my undergrad. I came in as a Division I athlete, which taught me how to manage my time and learn around that schedule.

I ended up leaving the team early to pursue more academic opportunities. I was part of an exclusive board that managed part of the university's endowment.

I also had a fellowship in communications. There, I helped other students with writing and launched the business communications course, which became a requirement for all incoming freshmen to the business school.

I pursued an honors thesis in macroeconomics, focusing on federal reserve policy and its effects on the stock market. I also tutored in macroeconomics.

In addition, my father and I launched our firm, and I was working there gaining real-world experience. I spent every summer doing that as well.

Advizer Personal Links

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