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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | Portfolio Manager | Sep 2022 to Present | — |
| Ironwood Wealth Management, LLC. | Portfolio Administrator | Sep 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 Analyst | Jul 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 Intern | Jun 2017 to Aug 2017 | — |
| Phoenix Spine | Intern | Jun 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
Others at Ironwood Wealth Management, LLC. (1)
| Name | Role | Location |
|---|---|---|
| Investment Manager | Philadelphia, PA , United States |