Alex Riedel is Managing Director, Head of Client Portfolio Management with Advyzon Investment Management (AIM). Alex’s key role is to be the liaison between portfolio management and AIM’s advisors. Alex provides expert investment and portfolio construction consultation to advisors to help them meet their client’s goals.

Alex brings over 25 years of investment experience. Before joining AIM, he began his career as a representative with Olde Discount Stockbrokers. Next, he joined Mercer Investment Consulting as an analyst helping to consult institutional defined benefits plans on asset allocation policy and manager selection. Next, Alex joined Ibbotson Associates where he was a featured asset allocation speaker. Following Morningstar’s acquisition of Ibbotson Associates, Alex built up and led Morningstar Investment Management’s portfolio specialist team which served as the liaison between the investment team and advisors.

Alex earned his Bachelor’s Degree in Finance from the University of Illinois Urbana-Champaign.