15 Years of Experience in Financial Services.
We have an experienced team
It has more than a dozen
professional analysts.
Our mission is to assist
our clients in creating enduring
and stable value.
Our team possesses extensive
industry experience and unique
analytical capabilities
in the investment field.
We establish long-term
cooperative partnerships
with our clients and
always prioritize their interests.
About Apex Asset Alliance
We were established in 2009 and are a company dedicated to providing excellent investment advisory services. As a stock investment firm, we have a team of experienced and dynamic analysts, including over a dozen professional analysts.
Our mission is to help our clients achieve their investment goals and provide them with the best investment solutions. We firmly believe that through thorough research and professional investment management, we can create lasting value for our clients.
The Apex Asset Alliance team has decades of experience in the investment field and possesses specialized and unique analysis skills in stock investments. Our analysts constantly improve their knowledge and skills, with a deep financial background and extensive market knowledge ⋯
Seasoned Analysts
Aiden Sterling
Aiden Sterling is an experienced senior investment analyst who is proficient in stocks, foreign exchange, commodities, cryptocurrencies and other fields. With more than 15 years of experience, he is good at using data analysis and market insights to conduct stock analysis, and has successfully guided many investors to achieve long-term capital appreciation. Aiden is known for his deep professional knowledge and unique insights, and his analytical reports are often widely followed by the investment community. Whether they are new to the investment market or experienced investors, Aiden can provide them with personalized investment advice and strategic guidance to help them succeed in the market.
George Bush
George Bush serves as the Chief Risk Officer at Apex, primarily responsible for overseeing Apex's comprehensive risk profile. Before joining Apex, George held positions as the Chief Compliance Officer (CCO) at Park Avenue Securities, the investment advisory CCO at AIG Advisor Group, and the CCO at Royal Alliance. George commenced his career in financial services in 1997 as a compliance officer and legal counsel at Prudential Financial and Marsh & McLennan. In these roles, he focused on overseeing wholesale broker-dealer activities, product manufacturing, financing, and retirement services. Additionally, George has expertise in managing risk oversight for direct investments and investment banking allocations.
Archibald Jefferson
Archibald Jefferson is currently an investment analyst at Apex. He has served as an international client advisor at Merrill Lynch. He is very experienced in managing investment portfolios and is committed to helping international clients achieve their ideal lifestyle and leave eternal wealth. Therefore, Earned the lofty title of International Client Advisor.
Bryan Kylie
Bryan Kylie is the Chief Human Resources Officer at Apex Asset Alliance, where she is responsible for working closely with organizational leadership to improve employee engagement and satisfaction. Her leadership scope includes assisting Cetera-affiliated financial professionals in providing exceptional service and support, overseeing strategies to drive talent acquisition and development, and working to create a more diverse, high-performing, and inclusive corporate culture. She previously served as an HR leader for multiple technology and sales teams at Amazon. She also has extensive industry experience from multiple HR roles at Lenovo and Dell. Kylie's leadership philosophy focuses on aligning business and people agendas while striving to create a workplace where employees thrive. She holds a Bachelor of Arts in History from the University of Redlands.
Joyce Dutt
Joyce Dutt currently holds the position of top financial advisor at Apex.He was a former Forbes top wealth advisor, boasting nearly 30 years of industry experience. Four years ago, he partnered with Hart, who brings a background in entertainment and strategic business consulting. Together, they collaborate to deliver highly tailored, goal-based investment strategies and plans, thereby achieving comprehensive wealth management.
Ava Nicole Roberts
Ava Nicole Roberts is a Financial Advisor at Apex Asset Alliance with 3 years of industry experience. Ava previously gained experience at Bb&T Investment Services, Inc, Bb&T, Bbtis, Wells Fargo Clearing Services, LLC, and Lpl Financial, LLC.
Seraphina Isolde Monroe
Seraphina Isolde Monroe is a Certified Financial Planner from Newnan, Georgia, with 12 years of industry experience. Monroe is a member of the Apex Financial Network Advisory Team. Her career trajectory includes roles at Commonwealth Financial Network and Avery And Pope Wealth Management.
John Brianna
John Brianna currently serves as a financial advisor at Apex Asset Alliance, having previously held the position of Director of Financial Services Risk Advisory at Apex International Accountants. Since 2003, she has been providing risk advisory services to financial institutions and trust clients. Her comprehensive understanding of the operational environment in the financial services industry enables her to share insights with clients and assist them in implementing best industry practices.
Georgia Rhodes
Georgia Rhodes is a director at the Private Wealth Division of Baker-Tenny and serves as a financial advisor at Apex Asset Alliance. With over 25 years of experience dealing with high net worth individuals, executives, multi-generational wealthy families, and family offices, he oversees various services at Apex Asset Alliance, crafting forward-thinking customized solutions for each client.