Alex Canellopoulos
CFA, CFP®, Director of Investments

Born in Athens, Greece, Alex decided to move to the U.S. at age 18 to pursue his version of the American Dream. As a top-ranked junior tennis player in Europe, he was recruited by multiple colleges in the U.S. Eventually, he decided to go to the University of Montana, where he became nationally ranked in Division 1 tennis and earned degrees in finance and international business.
Due to his multi-cultural background and ability to speak multiple languages, Alex was intrigued by the way local and global events affect financial markets. This passion drove him to pursue the Chartered Financial Analyst (CFA®) designation right out of college and later the CFP® certification. He entered the financial services industry in 2019 and joined the Vista team in 2021.
Alex is driven by genuine curiosity and motivated by results. At Vista, he conducts market and performance-related research and leads/oversees our investment philosophy. By staying on top of the most recent market trends and academic studies, he strives to simplify portfolio construction while enhancing the investment experience for our clients.
Something you may not know about Alex: Although he seems serious and “all business, all the time,” he’s great at coming up with a quick joke and witty punchlines.