Alex Pikoulas, CFA
Alex joined Harper Bernays Limited as an Executive Director in July 2021. He also joined the Board of the firm at that time.
In January 2022, Alex was appointed as CEO of Harper Bernays Limited by the firm’s Board of Directors. His role includes company management and strategy, funds management oversight, and client relations. Alex has over 20 years financial markets experience including managing family office and institutional portfolios, asset allocation, equity analysis and trading.
Prior to joining Harper Bernays Alex was the Chief Investment Officer of Lipman Burgon & Partners, managing $1.5bn multi-asset portfolios for family offices, institutions and high net worth investors. He previously held Executive Director roles at Merrill Lynch and JP Morgan, where he had also been an equities analyst and a member of the top-rated research team covering the banking sector. Alex has broad experience across global financial markets dealing with funds management groups in Sydney, London, Asia and the US.
Alex holds a Bachelor of Economics from the Australian National University and the Chartered Financial Analyst (CFA) designation from the CFA Institute.