Alexander Farquhar, CFA

Principal

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Biography
Education & Other Highlights
Location(s)

Alexander Farquhar is an institutional advisor based in Chicago, IL.

CAPTRUST welcomed Alex to our team in 2021. As a principal, he is responsible for providing investment advisory services to clients focusing on corporate retirement plans, endowments, foundations, healthcare institutions, and family offices.

Alex joined us from Ellwood Associates—a comprehensive financial services firm— where he served as managing director. He was a member of the firm’s management committee and oversaw the firm’s investment manager research process. Alex earned a Bachelor of Science degree in finance from the University of Arizona.

Education

  • Bachelor of Science degree in finance from the University of Arizona

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022, 2024 (CAPTRUST Chicago)

Resources

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