Alexis Browne Roberts

At-a-Glance

Serves as COO and Portfolio Manager at Alexis Investment Partners, LLC.
Works as a licensed investment adviser, also licensed to sell life and long-term care insurance and annuities.
Graduated from Lehigh University’s College of Business and Economics with High Honors in 2020.
Honored as an Academic All-American while on Lehigh’s Division 1 Women’s Golf Team.

Biography

Alexis Browne Roberts serves as the Chief Operating Officer and Portfolio Manager at Alexis Investment Partners, LLC. In this role, she operates as a licensed investment adviser, collaborating with her father to provide active portfolio management, comprehensive financial planning, insurance, annuities, and small business retirement plans. Her approach emphasizes treating clients like family and supporting them in achieving their long-term financial objectives.