Analysts
Tony Jones, Research Analyst
Tony Jones, Research Analyst
Tony plays an important role at Alpha by meeting with portfolio managers and researching their products. The resulting information is critical to help clients make investment decisions, and he presents it in a manner that is understandable to both experienced and inexperienced investors. Within Alpha, he encourages the team to think of new ways to provide clients with updated services.
Tony has passed all three exams for the Chartered Financial Analyst (CFA) Charter. He graduated magna cum laude with a degree in Finance from Marquette University.
Fax: (414) 319-4110
Dan Strasser, Analyst
Dan Strasser, Analyst
Drawn by the culture of an independent consulting firm, Dan joined the Alpha Investment team excited to work at a place where he could fully utilize his abilities and experience. Prior to joining Alpha, Dan worked as a Record Keeping Manager at US Bank. Dan provides a broad range of expertise in his client services role. He’s responsible for reporting for larger clients, processing data, providing performance information, maintaining databases for research, auditing reports and helping answer questions.
Dan is a graduate of the University of Wisconsin – Milwaukee with a degree in Accounting.
Fax: (414) 319-4110
Anthony Marble, Performance Analyst
Anthony Marble, Performance Analyst
Anthony relishes the freedom and flexibility that exists within Alpha’s dynamic environment. Not happy in a static role, he welcomes the cross-functional opportunities Alpha provides. Anthony provides clients with expertise gained at some of the nation’s top financial companies such as Edward Jones, Strong and UMB. This experience, along with a degree in Psychology from the University of Wisconsin, provides a unique understanding of managers and their motivations.
Fax: (414) 319-4110
Matthew Rose, Associate Analyst
Matthew Rose, Associate Analyst
Matthew embodies the drive of today’s entrepreneur. Even before finishing college, he operated his own network marketing business. While in school, he was a member of the elite Applied Investment Management Program, gaining invaluable hands-on security analysis and portfolio management experience. This, along with a passion to provide the most up to date information, gives him an edge in recommending the most beneficial and appropriate investment products.
Matt holds a Bachelor of Science Degree from Marquette University, and previously worked for Robert W. Baird & Co.
Fax: (414) 319-4110
