Responsible ownership through the preservation of legacy, employee wellbeing, and long-term vision.
Alex Roe, CFA
Alex is an entrepreneur committed to acquiring and operating a bookkeeping or CAS/CAAS practice. He plans to relocate with his family to manage the company’s operations and achieve sustainable long-term growth.
To accomplish this goal, Alex founded Dedicated Capital Partners, LLC. Dedicated Capital is supported by a diverse group of experienced investors. As entrepreneurs themselves, Alex’s investors are aligned with his thesis of responsible ownership through the preservation of legacy, employee wellbeing, and long-term vision.
With a career spanning over 15 years in finance, Alex has honed his skills and expertise with firms such as Bank of America and Credit Suisse in New York. Most recently, Alex successfully launched and led the Asia debt platform in Singapore for the impact arm of a leading asset manager. In this role, he worked closely with business owners and management teams, advising them on financial strategies to achieve sustainable growth. Alex consistently and successfully partnered with companies that generated sustainable returns while ensuring positive outcomes for all stakeholders.
Alex earned his MBA from the University of Virginia Darden School of Business and his undergraduate degree in Accounting. He is also a Chartered Financial Analyst (CFA) charter holder.
His loving wife and beautiful one-year-old daughter inspire him daily. In his free time, he enjoys traveling to new places, the great outdoors, and training for triathlons.