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New Planner Podcast

Jul 2, 2021

Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure.

Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to shape his career, how he pivoted from wanting to be a portfolio manager to an investment specialist, and some of the attributes successful firms and individuals tend to have. Alex also gives some great tips for new planners looking to secure an internship or first career opportunity.

You can find show notes and more information by clicking here: