Megan Lokitis, CFP®

Cameron Newell, CFA

Portfolio Manager
Associate Financial Advisor

Cameron Newell, CFA

Portfolio Manager
Associate Financial Advisor

As a Chartered Financial Analyst (CFA), Cameron understands the importance of aligning financial goals with sound investment portfolio construction. In his role at Alpha, Cameron applies his investment expertise to provide input which directly impacts clients’ financial plans. His combination of strengths in data analysis and relationship building are unique assets he brings to the Alpha team.

Prior to joining Alpha, Cameron spent time as an equity analyst at a similar sized advisory firm in Burlington, VT and at Bank of America in Charlotte. Cameron earned a degree in Finance and Banking from Appalachian State University.

Outside of work, Cameron loves to be active and spend time outdoors. Cameron enjoys trail running, snowboarding, paddle boarding and spends any chance he can get to be out on the water. Cameron grew up in Egypt which sparked his passion for traveling and experiencing new cultures. He’s looking forward revisiting Egypt as well as other unique places both domestically and abroad!

Top 10 Best Financial Advisors in Charlotte & Asheville, NC 2020 ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/

See Important Disclosure Information