Alex Bates

Alex Bates, CFA®, CAIA®, is Director of Investments at ArchBridge Family Office in St. Louis, Missouri, where he oversees investment strategy, research, and portfolio construction for ultra-high-net-worth families. His leadership focuses on guiding multi-asset portfolios across both public and private markets, with particular expertise in credit and equity markets. He is frequently engaged in industry forums, offering insights into asset allocation strategies and market trends.

Previously, Alex served as a Research Analyst at The Colony Group and as an Equity Analyst at BlackRock, Inc., where he refined his skills in equity analysis, investment due diligence, and portfolio management across global markets. His background also includes substantial experience evaluating investment opportunities within both traditional and alternative asset classes.

Alex holds an MBA in Accounting and Finance and a BS in Finance from Indiana University. His credentials as a CFA® and CAIA® charterholder further highlight his technical proficiency, and he is recognized in the industry for contributions to panels and webinars discussing private wealth management and sophisticated investment approaches.