MVP Leadership Team

Alex Roe, MBA

Vice President, Compliance & Operations

Momentum Value Partners empowers clients to take charge of their financial lives with confidence and integrity. As VP of Compliance & Operations, Alex is committed to partnering with financial advisors to provide compliance expertise for a solid path towards the development and growth of their business. His role is to cultivate the culture of compliance with regulatory monitoring, policy implementation, risk assessment, and innovative technology solutions for business efficiency. Prior to joining MVP, Alex was a Compliance Director, Suitability Principal and Advertising Analyst for major broker-dealers.

Alex completed his Executive MBA from USC Marshall and earned a B.S. in Finance from the University of California, Riverside and currently holds the FINRA licenses: Series 7, 24, 26, 63, and 65. He was born and raised in Los Angeles, CA and enjoys watching Anthony Bourdain: Parts Unknown. Alex is inspired by Anthony’s exploration of diverse cultures and has personally traveled to Brazil - Amazon, Argentina, Indonesia, Kenya, South Korea, and Mexico to partner with local communities to volunteer in housing projects for orphanages.

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Momentum Value Partners

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