Alex Braun
CFA®
Investment Director
Alex serves as the Investment Director for FPNavigators, bringing more than 15 years of professional investment experience. Prior to joining the firm, he served as a senior portfolio manager at a global investment management firm.
As Investment Director, Alex leads FPNavigators' investment strategy and portfolio management. He is known for translating complex investment concepts into clear, accessible language, helping clients confidently understand and navigate their financial decisions.
Alex earned dual degrees in finance and accounting from the Carlson School of Management at the University of Minnesota. He is a CFA® charterholder and an active member of the CFA Society Minnesota.
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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