Alex Wilson

Alex Wilson

Institutional Portfolio Analyst
Alpharetta, GA
alex.wilson@bluetrust.com
(770) 280-6000

Alex Wilson is an institutional portfolio analyst for the Institutional Division of Blue Trust.

Alex actively participates in various aspects of the institutional client management process, encompassing responsibilities such as prospecting, onboarding, investment strategy, trading, and reporting. Moreover, he provides administrative support by undertaking various client service, investment management, office administration, and accounting responsibilities to support the Institutional team in serving and assisting clients.

Prior to joining Blue Trust, Alex was a wealth management client associate at Cornucopia Wealth Management where he provided support to the financial advisor in various wealth management topics including financial planning, investment management, and retirement planning.

Alex earned his BS in business administration, MBA, and a master’s degree in sports business management from the University of Central Florida.

Alex enjoys travel, reading, and sports. He currently resides in Atlanta, GA.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

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