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Alex Knapp, CFA, Portfolio Strategist

Alex Knapp, CFA

Portfolio Manager

Alex Knapp, CFA, is a Portfolio Manager for our private funds business.  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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