Lexi Carpenter

Lexi Carpenter is a client relationship associate at West Bearing Investments, based in Portland, OR. She joined the firm in 2023 and works closely with the clients of portoflio manager Josh Frankel.

In her role, she assists clients with transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts, and handling special requests.

Prior to joining the firm, Lexi held various administrative positions within the Mississippi Supreme Court.

Education and Designations:

• Bachelor of Arts in Political Science, University of Mississippi