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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Alexis Miller
Director of Investment Research & Alternative Investments at OnePoint BFG Wealth Partners
Speaker

Profile

Alexis Miller is the Director of Investment Research & Alternative Investments at OnePoint BFG Wealth Partners. She specializes in portfolio construction, alternative investment research, and risk-aware strategy, helping advisors and clients navigate complex markets with clarity and confidence.


Before joining OnePoint BFG, Alexis worked in institutional equity research and capital markets at Morgan Stanley, where she developed a strong foundation in macroeconomic analysis and market structure.


She holds a Bachelor of Arts in Business, Entrepreneurship & Organizations from Brown University, where she was also a Division I student-athlete. Alexis is known for her disciplined, research-driven approach and her ability to translate complex investment insights into practical guidance.

Agenda Sessions

  • Accessing the Private Markets: Reviewing Options for Access

    10:55am