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Alex Rotenberger

Senior Investment Analyst

Alex joined the Foundation from The Advocate Group, a Minnesota-based wealth management firm, where he assisted Chief Investment Officer Shannon O’Leary in all aspects of portfolio management, including trading, manager selection, and analysis. Alex brings to the Foundation strong asset allocation skills and a passion for ensuring that each person in the room understands what they are invested in and why, regardless of their level of investment acumen. Alex graduated from the University of Minnesota with a BA in Economics.

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