Alton Crooks, CFA, MBA

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Alton Crooks, CFA, MBA

Alton Crooks, CFA, MBA is a senior financial services professional with 15+ years of experience in trading, investment strategies, and market trends. His broad expertise in financial planning and analysis has accentuated his client relationship management capabilities for high-net-worth individuals. Alton works for Fidelis Capital as a Managing Director where he partners with institutional investors and high-net-worth individuals as well as oversees operations management decisions for the entire firm.  His career trajectory also includes serving as an equity trader for EchoTrade and a financial advisor for Merrill Lynch. Alton earned his MBA in Finance and Legal Studies from the University of Miami and a B.S. in Finance from Susquehanna University. He holds a FINRA Series 3 license and is a CFA Charterholder.

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