Alex Durbin

Chief Investment Officer

Role: Chief Investment Officer at The Joseph Group Capital Management
Location: Columbus, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Alex Durbin

CFA Charterholder

Experience

Chief Investment Officer
The Joseph Group Capital Management
Jan 2024 — Present

Education

Cedarville University
B.A., Finance
2005 — 2009
Ohio University
Master of Financial Economics (MFE)
2012 — 2013

Skills

Financial Analysis
Retirement Planning
Mutual Funds
Securities
Investment Advisory
Investments
Fixed Income
Portfolio Management
Strategic Financial Planning
Finance
Investment Strategies
Alternative Investments
Wealth Management
Uniform Combined State Law
Series 7
Equities

Contact information

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Work email
•••••@josephgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

The Joseph Group Capital Management

Financial Services · 29 employees · Founded 1999 · Columbus, Ohio, United States

“Helping create great lives, one story at a time,” is our mission at The Joseph Group. An independent, fee-only wealth advisory firm serving individuals, families and companies, our signature financial planning and investment management capabilities integrate seamlessly to help each client simplify and clarify their financial life so they are encouraged to live the rest of their life with passion and purpose. Named after Joseph Palmer (the father of our founders and a social worker by trade), our dedicated team strives to reflect our core values in everything we do: integrity, teamwork, humility, excellence and enthusiasm. We would love to help you live your great story – contact us!

josephgroup.com

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