Alex Kopel, CFA

Founder and Managing Partner

Mr. Kopel brings over 18 years of professional investment experience.  Prior to finding Rowan Street, Alex was a Portfolio Manager at a privately held investment advisor, where he was responsible for managing in excess of $300m in client assets.  Previously, he spent 8 years as a Portfolio Manager and Equity Analyst at U.S. Trust Bank of America Private Wealth Management where he co-managed multi-asset class portfolios for high net worth clients with assets in excess of $650 million.  He started his career as a Portfolio Analyst at Bank of New York Mellon.  Mr. Kopel received his B.S. degree in Finance from University of Southern California (Marshall School of Business) in 2000. He holds the CFA designation and is a member of the CFA Society of San Francisco.

Alex is a sports and fitness fanatic.  In his spare time, he enjoys swimming, weightlifting, martial arts, ice hockey and skiing.

Joseph M. Maas, CFA, CFP

Founder and Managing Partner

Mr. Maas brings over 23 years of unique professional investment experience to Rowan Street. An entrepreneur at heart, prior to co-founding the Rowan companies, Joe founded Synergetic Finance, a Seattle based firm that specializes in Wealth Management, Business Valuation, Commercial Real Estate, and Mergers and Acquisitions. He has grown the firm to over $100m in assets under management. Prior to Synergetic, Mr. Maas founded and operated an independent securities broker/dealer and an insurance company.

Mr. Maas’s professional capabilities, training, and experience also includes being a certified merger and acquisition advisor (CM&AA) which make him an expert in buying and selling middle-market companies with revenues from $5 million to $500 million.

An expert in his field, Mr. Maas is a published author and a member of numerous professional organizations; he has participated as a guest lecturer for the University of Washington, Seattle University, the Washington State Bar Association, and taught corporate finance as an adjunct professor at Seattle Pacific University.  He holds the CFA designation and is a member of the CFA Society of Seattle.

In his personal time, Joe enjoys traveling with his family, and serving local charities.