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Alex Swift, CFA, CAIA

Valuations Senior Manager at Carta

Alex Swift, CFA, CAIA, is a distinguished professional with a strong background in finance and investment.

Having pursued a Bachelor of Business Administration (BBA) with a focus on Finance, Investment & Banking from the prestigious Wisconsin School of Business, Alex Swift has solid academic foundations.

Professionally, Alex has held key roles in renowned organizations, including Carta, RSM US LLP, Craig-Hallum Capital Group, UnitedHealth Group, and Northwestern Mutual.

At Carta, Alex served as the Senior Technical Manager for Valuations, showcasing expertise in assessing and determining the worth of assets.

During the tenure at RSM US LLP, Alex held various positions such as Director, Manager, Supervisor, and Senior Associate in the Business Valuation division, demonstrating progressive growth and responsibility in valuing businesses.

Alex's experience also includes roles as an Investment Banking Analyst and in Institutional Equity Sales at Craig-Hallum Capital Group, where skills in financial analysis and sales were honed.

Furthermore, Alex worked as a Financial Analyst at UnitedHealth Group and as a Financial Representative at Northwestern Mutual, gaining diverse experience in different sectors of finance.

With certifications such as CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst), Alex Swift brings a high level of expertise and credibility to the table.

Alex Swift, CFA, CAIA
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Location

Prior Lake, Minnesota, United States