Alex Haun, CFA®, CAIA®Senior Investment Analyst
Alex Haun, CFA®, CAIA®
Senior Investment AnalystAlex joined Syntrinsic Investment Counsel in 2013 and is a Senior Investment Analyst for the firm. In this role, he serves on the firm’s Investment Committee and is responsible for conducting investment research, asset allocation and constructing client portfolios. He has a passion for capital market research, macro-economics, investment manager due diligence and asset allocation. His role allows this passion to aid the investment needs of Syntrinsic’s clients. Serving nonprofits and mission-led clients is rewarding for Alex as he believes that working to make the world a better place is an important component of leading a fulfilling life.
Before joining Syntrinsic, Alex worked as a Senior Quantitative Analyst at Watershed Investment Consultants where he was responsible for tracking client performance and reconciling client accounts.
Raised from a young age in Westminster, Colo., Alex earned his bachelor’s degree in economics from the University of Colorado at Boulder, and his master’s degree in finance from the University of Denver. After Alex earned a master’s degree in finance, he went on to earn his Chartered Alternative Investment Analyst (CAIA®) and his Chartered Financial Analyst (CFA®) designations. Alex always strives to uncover new opportunities to learn new skills, investment opportunities and themes that may benefit clients.
In his free time, Alex enjoys the outdoors, keeping fit, and spending time with his partner and two dogs.
“Although, the needs are great across many community causes, my love of dogs turns my focus for community impact on aiding the welfare of animals. My partner and I seek to donate and volunteer at animal shelters or other causes that benefit animals that can not help themselves. Having adopted two rescue dogs, we see the need is great.”