Alex Boeckel

Alex’s journey in financial services began with a prestigious internship in portfolio management at the Shippensburg University Foundation as part of their Investment Management Program. This early experience equipped him with a solid foundation in investment strategy, portfolio management, and financial data analysis. His approach to investment operations is defined by a dedication to excellence, precision, and ensuring the accuracy of investment data for the Abundance’s clients.

As the Financial Operations Specialist at Abundance, Alex contributes to the firm’s investment management process. He collaborates closely with the Senior Portfolio Manager, Research Analysts, and other team members to ensure the precise and seamless execution of high-level strategies.

Educational Background & Certifications:

• Bachelor’s of Science in Finance, with a minor in Community Economic Development Shippensburg University Grove College of Business
• Bloomberg Market Concepts (BMC) Certification