Alexa Pontus
Manager
Alexa joined Vision in 2023 after having spent more than five years offering valuation and financial advisory services in connection with employee stock ownership plan transactions and annual administration, tax planning, succession planning, and employee incentive plan administration.
Alexa’s focus is on serving ESOP Trustees in annual valuations and ESOP implementation transactions. Alexa graduated from Wheaton College with honors with a dual degree in Business/Economics and Psychology. While there, she was a member of the varsity Women’s Golf Team and participated in the college’s Student Managed Investment Fund and the intercollegiate APEX Case Study Program.
Alexa is a certified appraisal professional holding the Accredited Senior Appraiser (ASA) credential from the American Society of Appraisers and the Accredited in Business Valuation (ABV) credential through the American Institute of Certified Public Accountants (AICPA).