Alex Urpi

Alex Urpí, CFA®, serves as CEO, Managing Partner & Investment Advisor at Emergent Financial Services, LLC., a registered investment advisory (RIA) firm in Charlottesville. He works with clients through every step of the investment process, from financial planning to wealth management, in order to help them achieve their financial goals. He holds the Chartered Financial Analyst ® designation. Prior to becoming a partner at Emergent, Alex served as a research analyst and portfolio manager at Cypress Asset Management from 2013-2015. In 2014, he co-founded Bell Tower Associates, LLC., an economic and investment research firm, where he worked on investment reports, portfolio universe creation, biotechnology research, and analyst recommendations. He is also the current President of the Forward/Adelante Business Alliance (FABA), a diversity networking group for Latino professionals.