Alex Miles

Alex is a thoughtful and detail-oriented advisor to ultra-high-net-worth clients, their families and closely held businesses across the Southeast. He enjoys building deep relationships centered on transparency and problem solving. Prior to Mercer Advisors, Alex was co-founder and CEO of a Charlotte investment firm. He has nearly 25 years of investment and wealth management experience at Kingfisher Capital, the Myers Limited Partnerships and Lehman Brothers. He’s a past contributor to Reuters, Fox Business, Financial Advisor Magazine, and The Wall Street Transcript; and presenter at industry conferences globally. He graduated from The Hotchkiss School, then attended Colgate University. He earned a degree in English at Emory University and an MBA from the University of North Carolina at Chapel Hill. Alex and his wife live in Charlotte.