Alex Osborn

Alex Osborn is a dedicated finance professional with expertise in fund accounting and investments. Currently a CFA Level 3 Candidate, Alex has a strong educational background with a Bachelor's Degree in Investments and Securities from Seattle University, an Associate's Degree in Business Administration and Management from North Seattle College, and a foundation in General Studies from Seattle Prep.

With experience in both established firms like Carta and ALPS, a DST Company, Alex has honed his skills as a Senior Fund Accountant. His career journey includes stints as a Fund Accountant and a Hedge Fund Intern, showcasing his growth and adaptability within the finance industry. Alex's multifaceted experience has provided him with a comprehensive understanding of financial management and accounting principles.

Alex's time at Carta has further refined his expertise in fund accounting, contributing to his proficiency in managing investment portfolios and ensuring compliance with regulatory requirements. His roles at both Carta and ALPS have exposed him to diverse financial instruments and investment strategies, enhancing his analytical capabilities and decision-making skills in high-pressure environments.

Driven by a passion for finance and a commitment to professional growth, Alex Osborn exemplifies a results-oriented mindset and a strong work ethic. His educational achievements, coupled with his hands-on experience in fund accounting and investment management, position him as a valuable asset in the financial services industry.