BACKGROUND
Founder of Alpha Investment Advisors, Inc.
Executive Director at Boulevard Wealth Management, Inc.
20-year financial industry experience in portfolio management and comprehensive planning
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
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
EDUCATION
Bachelor of Applied Science (B.A.Sc.), International Business
CERTIFIED FINANCIAL PLANNER™ Curriculum
Chartered Financial Analyst®
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.
