Professional Summary

Professional Overview

Alex Rowley is the Co-Founder and Head of Advisory Services at Icon Savings Plan, a leading financial technology company based in San Francisco, CA. With extensive expertise in portfolio evaluation, data architecture, and financial advisory services, Rowley plays a pivotal role in driving the company's strategic vision and delivering innovative solutions to its clients.

Experience Summary

Current Role

As the Co-Founder and Head of Advisory Services at Icon Savings Plan, Rowley is responsible for overseeing the company's advisory services division, which provides personalized financial planning and investment management solutions to a diverse client base. Rowley's leadership has been instrumental in expanding the company's service offerings and cementing its reputation as a trusted partner in the wealth management industry.

Career Progression

Prior to co-founding Icon Savings Plan, Rowley held various roles at Fisher Investments, where they progressed from an Analyst in the Portfolio Evaluation Group to a Senior Associate. Rowley also gained valuable experience as an Independent Contractor at Boston Research Group and as an Intern at Rubicon Programs Inc. and the Behavioral Finance Forum. Rowley's diverse background and strong analytical skills have been fundamental in shaping their career trajectory and enabling them to make meaningful contributions to the organizations they have been a part of.

Academic Background

Rowley holds a Bachelor of Arts degree in Economics from Willamette University, where they demonstrated a strong academic record and a keen interest in financial analysis and portfolio management.

Areas of Expertise

Rowley's areas of expertise include portfolio evaluation, data architecture, financial advisory services, and strategic planning. They possess a deep understanding of the wealth management industry and a proven track record of delivering innovative solutions that drive client success.

Professional Impact

Throughout their career, Rowley has played a pivotal role in developing and implementing data-driven strategies that have helped their clients achieve their financial goals. As the Co-Founder and Head of Advisory Services at Icon Savings Plan, Rowley has been instrumental in expanding the company's service offerings and enhancing its market presence, contributing to its continued growth and success.

Conclusion

With a diverse background in finance and a passion for entrepreneurship, Alex Rowley is well-positioned to lead Icon Savings Plan's advisory services division and drive the company's strategic vision forward. Rowley's extensive industry experience, technical expertise, and proven leadership abilities make them a valuable asset to the organization and its clients.