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Rex Weeks

Portfolio Manager at Ironwood Wealth Management, LLC.

Phoenix, AZ , United States

About

Rex Weeks is a Portfolio Manager at Ironwood Wealth Management, LLC, based in Phoenix, Arizona. In this role, he is responsible for managing client investment portfolios, conducting security analysis, and supporting the firm’s investment strategies, focusing on tailored solutions for individual and institutional clients. Rex's expertise spans across public equities, fixed income securities, and alternative asset classes, with a particular emphasis on portfolio construction and risk management in diverse market conditions.

Rex holds a degree in Finance from the University of Arizona and is a native of Phoenix. He started his career as a CADP Analyst at JPMorgan Chase & Co., where he gained experience in investment analysis and financial operations, before joining Ironwood Wealth Management as Portfolio Administrator in 2020. His background includes experience in corporate finance and market research, underpinning his analytical approach to investment management.

As Portfolio Manager, Rex Weeks has contributed to the development of Ironwood Wealth Management’s investment processes, focusing on achieving optimal client outcomes through disciplined research and active monitoring of the domestic and global equity, fixed income, and alternative investment markets. His professional achievements include streamlining portfolio administration workflows and supporting the team’s ongoing adoption of advanced investment analytics.

Career History

OrganizationRoleDate RangeDetails
Ironwood Wealth Management, LLC.Portfolio ManagerSep 2022 to Present
Ironwood Wealth Management, LLC.Portfolio AdministratorSep 2020 to Sep 2022
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We e...
JPMorgan Chase & Co.CADP AnalystJul 2018 to Sep 2020
The Corporate Analyst Development Program (CADP) allows analysts to work in three core functions: Process Improvement, Data Analytics, and Project Management. An analyst spends 8 months in each functi...
JPMorgan Chase & Co.Operations Analyst InternJun 2017 to Aug 2017
Phoenix SpineInternJun 2012 to Aug 2014
Assistant • Redacted and summarized documents so they could be viewed by the head surgeon • Scanned and filed patients’ charts into a database • Collaborated with other employees to create a new way t...

Education

University of Arizona

Finance, General

2014 2018

Skills & Expertise

Tenacious Work Ethic
Microsoft Office
Teamwork
Computer Literate Performer
Analytical Skills
Microsoft Word
Energetic Leader
PowerPoint
Communication
Microsoft Excel
Research
Time Management
Easily Adaptable
Creativity Skills
Customer Service
Learn New Software Quickly
Organization Skills
Reliability
Self Confidence
Interpersonal Skills

Others at Ironwood Wealth Management, LLC. (1)

NameRoleLocation
Bob Milnes
Bob Milnes
Investment ManagerPhiladelphia, PA , United States

Team at Ironwood Wealth Management, LLC.