BACKGROUND

Founder of Alpha Investment Advisors, Inc.

Executive Director at Boulevard Wealth Management, Inc.

22-year financial industry experience in portfolio management and comprehensive planning

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SERVICE ROLE 

Portfolio Manager: Signature Six™ strategies, customized allocation plans, tax harvesting, re-balancing

Portfolio Risk Oversight: Separate account management, Signature Six™ overlay management

Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation

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COMMUNITY

Board Member: Love In the Name of Christ (LOVE INC)

Eden Prairie Chamber of Commerce: Public Policy Committee

Group Leader: Hill Cities Men's Bible Study 

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EDUCATION

Bachelor of Applied Science (B.A.Sc.), International Business

CERTIFIED FINANCIAL PLANNER™ Curriculum

Chartered Financial Analyst®

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DISTINCTIONS

CFP® Certificant, CFP Board, Inc.

Active CFA® Charter holder, CFA Institute

 

 

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor.  Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency.  Troy Noor, CFP®, CFA does not offer tax or legal advice.  Please consult the appropriate advisor.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.