Alex Bates, CFA®, CAIA®

Director of Investment Research

Alex serves as the Director of Investments for St. Louis Trust & Family Office.  Equipped with years of experience in both credit and equity markets as well as a strong track record of equity outperformance, Alex leads investment strategy for the firm which includes portfolio construction, private investment and stock research, and investment communication and education.

Previously, Alex built his career in asset management as an equity analyst with BlackRock and The Colony Group and as a credit manager with Merrill Lynch.  He earned Bachelor and MBA degrees from Indiana University and is a CFA® and CAIA® charterholder.

Alex enjoys playing guitar, skiing, traveling and listening to music that contains power chords.  He is joined in all his adventures by his rock star wife and kids.