Alexander Larsen

About Alexander Larsen

Alex, a dedicated portfolio manager, expertly oversees trust, personal, and institutional investment accounts. Beyond managing portfolios, he engages with clients to discuss financial markets, strategies, and personal aspirations. His passion for investing sparked during a college internship at a trust company, which grew into a full-time role, immersing him in investment research, portfolio management, and client relations. With over a decade of experience, Alex specializes in alternative investment due diligence, consulting, and asset management. He holds both CFA and CAIA designations, reflecting his deep expertise, genuine curiosity and commitment.

Experience

1. Vice President, Portfolio Manager

   Midwest Advisors

   Jul 2025 — Present

   Majority of investment team and assets from FCI Advisors transferred under Midwest Advisors to simplify organizational structure- Midwest Advisors is the investment division of Midwest Trust. Midwest Trust manages investments for institutional and private clients. Today we manage over $15 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products- One of Midwest Advisors greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years\' experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.

Education

• St. Norbert College

  Bachelor of Business Administration (BBA)