Alex Lutsayev, Analyst

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“I am convinced that true growth comes from continuous education and self-improvement. Embrace the journey of learning and seize every opportunity to expand your knowledge and skills.”

 

Alex Lutsayev serves as a Financial Analyst on the Persium team. He manages trading operations and conducts securities analysis to optimize investment decisions. Alex also assists with account management, ensuring a seamless onboarding experience for clients, and collaborates closely with Relationship Managers to provide financial insights and strategic guidance. Additionally, Alex assists the Persium Investment Committee with research.

Alex’s financial career began over 15 years ago at JPMorgan Chase & Co. in Delaware. He further developed his skills as a proprietary trader and portfolio manager for family offices based in Europe and gained valuable expertise in financial product development through his involvement with fintech startups.

Alex holds a bachelor’s degree in World History from Belarussian State University and a master’s degree in Finance & Economics from West Texas A&M University. He completed Level II of the CFA® Program in 2022.

Originally from Minsk, Belarus, Alex brings a unique international perspective to the team. Before settling in Woodstock, Georgia, he and his family resided in Kyiv, Ukraine.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.