Joan Alexandre

Investment Analyst II

Joan is an investment analyst in the Portfolio Management Group (PMG) at Avantax Wealth Management, where she conducts due diligence on existing and prospective investment managers, collaborates in the review of strategic asset allocation, contributes to decisions regarding investment selection and manager roles, and structures the output to support the investment decision-making process. She began her career at Avantax in 2017 and is thankful to be part of a team of what she calls “extraordinarily intelligent people.”

Joan earned her Bachelor of Science degree in foreign languages from Georgetown University and her Master of Science degree in investment management and financial analysis from Creighton University. She has been in the financial services industry since 2008 when she received an opportunity at a startup company, and she’s loved being in this line of work ever since. Prior to Avantax, she ran market data services at Stock Smart, served as a financial advisor and investment analyst/wealth strategist at UBS Financial Services, and provided consulting services for multiple private companies. She enjoys that her current role allows her to support and assist her team in delivering research and allocations to advisors and clients.