Alex SermanManaging Director - Wealth

Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the Wealth Bank/Trust market. As the Managing Director of Wealth, Alex is driving innovation in both the products and services First Rate has to offer by collaborating with clients, partners, and his expert team of analysts. First Rate Solutions are used by over 500 wealth management institutions worldwide, with over $2.3 trillion in assets on the platform.

In 2020, Alex completed the requisite study and exams for the Certificate in Investment Performance Measurement (CIPM). In 2022, he earned the CFA Institute Certification in ESG Investing.

Alex graduated from The University of Alabama with a Master’s in Economics and Bachelor’s in Economics and Finance. Outside of First Rate, Alex serves on the Boys and Girls Club of Greater Tarrant County Club Council. He also has a love for languages and has varying levels of skill in Mandarin, Spanish, and Dutch.

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