Alex Beale

Alex Beale is a Partner and Investment Manager at Patriot Investment Management Group, Inc. in Knoxville, TN, holding the CFP®, JD, and MBA designations. In his current role, he advises clients on all aspects of their financial lives, specializing in investment management and detailed financial planning across a diverse client base. His responsibilities include constructing tailored portfolios, overseeing asset allocation, and providing strategic guidance on retirement and estate planning.

Beale focuses on a broad range of asset classes, including equities and fixed income, with an emphasis on comprehensive wealth management for individuals and families. His advisory work frequently covers public markets, tax-efficient strategies, retirement plans, and risk management. He regularly shares financial insights on market trends, legislative changes, and practical financial literacy through professional publications and client communications.

Before becoming a partner in 2023, Beale spent nearly a decade with Patriot Investment Management as an Investment Manager and previously served as Portfolio Manager for the LaPorte Torch Fund at the University of Tennessee. He holds an MBA in Finance from the University of Tennessee-Knoxville, a JD from the University of Memphis Cecil C. Humphreys School of Law, and a BA in Political Science and Legal Studies from the University of Tennessee, reflecting his expertise in both investment and legal aspects of financial planning.