Alexis (Lexi) has more than a decade of experience in the financial services industry, with a background spanning banking operations, trust administration, and fixed income trading. She specializes in portfolio construction, bond markets, and risk management, drawing on her experience to support clients’ investment objectives and long-term financial goals.

Lexi began her career with Central Bancompany in 2014, starting in ACH Operations before transitioning into trust administration and account management. She later joined the Trust Trading Desk, where she spent approximately eight years advancing through various roles, ultimately serving as a Senior Fixed Income Trader. Her experience in interest rate analysis, bond trading, and investment strategy provides a strong foundation for her work in portfolio management.

Education and Certifications

• Master of Business Administration, Columbia College
• Bachelor of General Studies with an emphasis in Psychology, Management, and Business, Columbia College
• Leadership 865 Graduate

Interests and Activities
Lexi is actively involved in her community and enjoys finding meaningful ways to give back. She volunteers with Night to Shine, an event that provides a memorable prom experience for individuals with special needs. She is also an active member of Immaculate Conception Church and enjoys supporting local schools and families through community events and school activities.