As an Internal Investment Consultant, Alexa’s role involves supporting the needs of advisors, RIAs, and home offices by simplifying complex investment topics, making them easier for advisors to understand and communicate to clients. She will also assist in cultivating new relationships and maintaining existing ones, ensuring that clients have access to the right resources and insights to succeed.
Background & Education
Alexa is currently studying at Christopher Newport University in the Luter School of Business, with plans to graduate in May 2025. She gained valuable experience as an Operations Analyst intern at JP Morgan, where she developed strong skills in financial operations. Outside of academics, Alexa is involved in athletics as a member of the women’s lacrosse team at CNU.
Outside of the Office
Originally from McLean, Virginia, Alexa is a DC native and a huge Capitals fan. When she’s not cheering on the Caps, Alexa loves playing lacrosse and running outside. She also enjoys spending quality time with family and friends and trying new coffee spots!
Why Aptus?
“I was drawn to Aptus because of its innovation and commitment to helping both advisors and clients succeed. The culture in the office is what really stood out to me – there’s a genuine passion for what they do, and it’s clear that everyone is dedicated to making a meaningful impact. Being part of a team that brings such energy and purpose every day makes me excited to contribute and grow with Aptus.”