Alex Mathe-Cathala (CRD# 7357471) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifeworks Advisors | Grand Rapids, MI | Jan 2021 - Current | 3 |
| Aimvest Technologies Inc. | New York, NY | Sep 2019 - Dec 2020 | 1 |
| Massachusetts Institute Of Technology | Cambridge, MA | Jun 2018 - Jun 2019 | 1 |
| Hec Paris | Jouy En Josas, | Jun 2015 - Jun 2019 | 4 |
| Morgan Stanley | London, | Jan 2018 - Jun 2018 | < 1 |
| Rothschild | Paris, | Jul 2017 - Dec 2017 | < 1 |
| Lazzard Asset Management | Paris, | Jun 2016 - Aug 2016 | < 1 |
| Lycee Montaigne | Bordeaux, | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts2,040ACCOUNTS
-
Average Account Value$206,781
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI
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