Living our values every day.
Founder & CEO
I got interested in the financial markets in a round-about way. My dad was an engineer, but his hobby was the financial markets. This is how I ended up spending nearly ten years in institutional money management – working for a hedge fund in Connecticut, and on Wall Street and in London for a large investment bank.
I loved the intellectual challenge of the markets, but the culture of the industry left me physically ill. So ill, in fact, that I had to leave my work for nearly two years while I got back on my feet. During those two years, I became a yoga teacher and got in touch with myself, what I valued, and, importantly, what I didn't value. In short, I wanted a more purpose-driven life - one that didn't just use money as the benchmark of success. I continued my yoga teaching, and also went to work for a small IT consulting firm, and then a management consulting firm that had a local service model - all of which I enjoyed tremendously.
However, when the Financial Crisis sent the stock market into decline, I saw many friends and family members losing a significant portion of their life savings. My experience in institutional money management had taught me that managing risk (minimizing losses) was a critical consideration during such events. Yet, it was clear that many of my family and friends' advisors did not share the same philosophy.
So, I decided to return to the industry, but this time working with the "regular working professional." My goal was to leverage my experience in institutional money management and offer education and an investment approach that had a focus on managing risk at its core.
In May 2013, I founded Alexis Advisors. I really wanted the autonomy to build a firm that integrated my personal social values with my money management experience. Having my own firm has allowed me to do just that - to create my vision of what I think a financial services firm should be: one that has a social impact, purpose-driven component; one that offers proprietary portfolios that seek to mitigate the impact of significant stock market losses; and one that is transparent about fees paid for services rendered.
Since starting Alexis Advisors, I have seen that many people are seeking a more purpose-driven life – and a more intentional, mindful approach to planning and investing. This is what I strive to offer.
In my spare time, I enjoy spending time with my husband, our dog and three cats, hiking, practicing yoga, reading, and traveling.
Here's a link to my regulatory record.
Investment Advisor Representative
My background isn't your typical, run-of-the-mill background for a financial services professional. My academic expertise is in Middle Eastern Studies and International Affairs, not business or finance. Instead of being fluent in the alphabet soup of stock market terminology, I speak good Turkish, decent Persian, and some (pretty rusty) Spanish.
This all started while an undergraduate at Cornell University, when I set my sights on eventually becoming a diplomat and helping mend U.S.-Iranian relations. The next step of that journey was living in Istanbul, Turkey for two years. This was an incredible time in my life - I learned so much about Turkey, the Middle East, about what it means to fight for political freedoms, and about myself and my own country as well. I spent my time there working as an English language tutor and as a consultant to a social entrepreneurship start-up - and taking every opportunity to travel, of course.
I came back to the U.S. in 2014 to begin graduate studies in international affairs at the George Washington University. My thesis was on conflict and peacekeeping, still with the goal of helping make the world a better place through mediation efforts as a U.S. diplomat. However, the experience of living and working in Washington, D.C. made me realize that the government isn't an efficient avenue for making impact.
I decided to go into financial services because I saw the opportunity to put my problem-solving and communication skills to work in a more direct, one-on-one basis. I'm driven by helping people, and I know that this path will let me help people achieve success in life through financial literacy, planning, and sound risk-managed investment principles. I joined Alexis Advisors in January 2017, where my primary role is supporting clients through the financial planning process. I'm excited to be on a team that shares my value set, where I can make an impact not only for my clients but also for the community, through volunteerism and educational outreach.
When I'm not at the office, you can find me running, practicing the mountain dulcimer, or teaching my two Turkish cats a new trick.
Check out my regulatory record.
Our team is the foundation of our business, supporting us in all we do for our clients and community. And our team extends outside of the office to our families–including our pets! (Roberta’s dog, Lila, is pictured above.)
Our community outreach and volunteerism is a core piece of our philosophy and mission. In addition to hosting educational events throughout the year, we volunteer regularly for the following organizations:
- Roberta is Treasurer and member of the Chrysalis Institute board, is on the Virginia Impact Investing Forum advisory board, and volunteers for Junior Achievement.
- Paige volunteers for Junior Achievement, the YWCA, and the Cornell Alumni Admissions Ambassador Network.
To see if we have any educational events or volunteer opportunities coming up, check our events page.