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Alex Knapp, CFA     |     Portfolio Manager

Alex Knapp, CFA, is a Portfolio Manager for the private funds business at the firm.  Before joining Thomas J. Herzfeld Advisors, Inc., Alex had extensive experience across international banking, asset management, wealth management and alternative investment funds. He was formerly an Investment Specialist for Aviva Investors covering alternative fixed income strategies. He also served as a Portfolio Manager and Head of Liquid Alternatives for Ballentine Partners. Alex is a published contributor to Bloomberg, has been quoted in the Financial Times and has spoken at industry conferences across the country.  He holds FINRA Series 65 and is a Chartered Financial Analyst charterholder.

  • Bentley University, B.S., Finance

  • ​Chartered Financial Analyst (CFA) charterholder

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