Favorite Parts of Being a COO and Portfolio Manager at a Registered Investment Advisor
Alexis, a COO/Portfolio Manager, most enjoys the "father-daughter duo" aspect of working with her father, gaining invaluable experience and exposure exceeding what a typical entry-level position offers. The rewarding work includes applying analytical skills to clients' lifetime earnings, building strong relationships described as "family," and navigating challenging yet "very fun" situations.
Finance, Portfolio Management, Mentorship, Analytical Skills, Client Relationships
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. Working with great individuals and learning from experienced professionals.
2. Building strong client relationships and earning their trust.
3. Applying analytical and math skills to real-world financial challenges.
Transcript
What do you enjoy most about being in your current role?
What I enjoy most is being able to work with great individuals. I get to learn from my father; we are a father-daughter duo. He's had over 30 years in the industry, and that's given me the opportunity to gain a lot more exposure and opportunities within our field.
This has been more beneficial than if I had come straight out of college. I have a lot more responsibilities, and the clients we work with have really become family.
It's rewarding to be trusted with their lifetime earnings and help them grow it. Being able to apply my analytical and math skills there has been very rewarding, though challenging. It's also very fun.
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