Alex Urpi serves as CEO, Managing Partner & Investment Advisor at Emergent Financial Services, LLC., a registered investment advisory (RIA) firm in Charlottesville working with individual and institutional investors. He developed the firm’s asset allocation model, which helps map clients to the appropriate portfolio strategies. In 2014, he co-founded Bell Tower Associates, LLC., an economic and investment research firm. At BTA, he worked on monthly and quarterly economic analysis and performance attribution analysis. Alex is the current President of the Forward/Adelante Business Alliance (FABA), Charlottesville’s diversity networking group for Latino professionals and entrepreneurs.