Alex Braun
CFA®
Investment Director
Alex joined the FPNavigators team in 2024 as Investment Director and brings over a decade of prior investment experience, having most recently served as a senior portfolio manager at a global investment management firm.
As Investment Director, Alex oversees the investment strategy at FPNavigators. He enjoys breaking down complex investment concepts into clear, straightforward terms to help clients easily grasp and navigate their financial strategies.
Alex holds dual majors in finance and accounting from the Carlson School of Management at the University of Minnesota. He is a CFA charterholder and actively involved with the CFA Society of MN.
Questions & Answers
The chartered financial analyst (CFA) charter is a globally-recognized professional designation offered by the CFA Institute, an organization that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. Code of Ethics and Standards of Professional Conduct | CFA Institute
Rocky Mountain National Park Trails
Exploring and observing nature in our Wenonah canoe