Alexis oversees the investment process and operations for CR Investor. Alexis’ expertise is in financial valuations. He specializes in buy/sell considerations and employee stock options. Alexis participates as an Executive Director for Research Connect. He has worked for multiple bulge bracket firms such as Bear Stearns, Citigroup, and Merrill Lynch. In addition to his financial background, Alexis has served as a strategic consultant for multiple companies. Alexis stands by a Value Investing philosophy. Furthermore, Alexis has close to 15 years of investing experience, with an emphasis towards emerging markets. He received his B.S. from Rutgers University and will graduate from Loyola Marymount University this winter with his MBA.
David heads the daily operations of Clear Research and oversees marketing strategy. David sits on the Board of Directors at Research Connect. Before joining Clear Research, David was CEO of DAGA, LLC, where he headed the design and development of an online social network. David also has extensive experience in product development. He is partly responsible for the creation of EZ Path, a medical software program in the commercialization phase. David received his B.S. in Marketing and Management from California State University Northridge and is currently pursuing his MBA from Loyola Marymount University in Los Angeles. He received his Investment Banking certificate from the Investment Banking Institute in Los Angeles, and a Certificate in International Investing and Emerging Markets from The University of San Diego in 2008.
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