Your needs, objectives and bottom line are our chief concerns. We commit the resources required to help you move toward your goals.
Mission // Vision // Values
We seek to retain productive and committed staff by sharing in the success of the company and encouraging balance in our employees lives.
We commit resources to the ongoing education of our staff so that we can innovate ways to build your financial strength. We encourage creative thinking and intuitive flow along with deep analytical research.
Sharing in Success
We share our resources with charities. We believe in the development and strengthening of our community and encourage you to share your favorite charities with us.
Management is committed to employee personal growth goals and encourages the discovery of each persons authentic path. In this way, it allows us to serve you from our hearts.
Our Mission & Vision
Our mission is to be a leader and innovator of sound investment strategies that empower our clients to invest and grow their assets in ways that will:
- renew our economy
- regenerate the environment
- raise the quality and standard of living for humanity
- Investing money in a conscious way that can affect positive change while providing clients with potential growth and diversification that is reflective of where the economy must go to regenerate.
- Making money and restoring our economy can be congruent when this is done in a more sustainable, balanced way.
- Our goal is to offer a set of investment options that will provide diversification, lower risk, and enhance returns.
- We prioritize sustainable and regenerative practices congruent with replenishing and protecting the earth, promoting personal health and well-being, and helping to raise the standard of living
- We give back to our community through established non-profits and through grass roots and educational initiatives that align with our vision.
We envision a future where more conscious capitalism, which we call the Regenerative Economy, is created. In this economy, money is invested to regenerate the earth, heal our communities, enhance our health, and support innovation for the better good of humanity. Investing becomes congruent with sustainable, conscious practices, while we seek to more fully understand the outcome of our investments.
L. Alexandra Dest
Why did I start Alexandra Dest Capital Management?
I started this company because I had a desire to lead in a way that I have never experienced before in business but always knew was possible. While others would consider this idealistic, I did not. All things are possible with pure and honest intention. My goal was to create a company from heart centered leadership with cutting edge thinking and strategies. A safe place to turn ourselves inside out and allow us to serve each other and our clients with reverence. An environment that values and nurtures innovative thinking, creativity, honest care, and dedicated work. I value my associates who give to our clients from their True Selves and who are always striving for more knowledge. I am honored to have such a great group of associates and clients that I may serve.
L. Alexandra Dest began her career in 1987 as a Compliance Specialist at Advest, Inc. in Hartford, CT. After the crash of 1987, she worked between New York City and Hartford, quickly rising to the position of portfolio analyst and investment manager where she spearheaded strategies for internally managed portfolios. In 1990, she established the Investment Advisor division with U.S. Securities, Inc. based in Hartford, CT, as director, strategist, and portfolio manager. In 1995, Alex was recruited to join Berkshire Bank (then Berkshire County Savings Bank) as Senior Investment Officer where she directed investments, established investment strategies and managed individual portfolios totaling $550 million in assets. She was promoted to Senior Management as a First Vice President in 2006. In 2009, she established Alexandra Dest Capital Management, LLC, an investment advisor group committed to offering high level portfolio management solely for your benefit and your bottom line. She obtained her BA from University of Connecticut in Economics in 1987.
A personal note from Alex:
Aside from working with the global markets and economics, I enjoy the simple things in life. My weekends are often filled with hiking, biking, rollerblading, reading, writing and cooking. I am ecologically minded and have built a straw bale home with a small organic farm with my husband Milan – we are seeking to live sustainably. To be content, I require diligent work, moments of solitude, simplicity, quality nutrition, and global travel. I wholeheartedly believe in the interconnectedness of our world and as such focus my company contributions on sustainability, land preservation, nutrition, health, and the empowerment of the feminine.
Vice President & Financial Advisor
Why I chose to be part of this team:
Life is a grand, fascinating journey, with every turn guiding me to a more expansive world, and leading me exactly where I’m meant to be. My journey has led me here, to Alexandra Dest Capital Management, where every individual’s personal growth is of utmost importance – because all great things, start with a whole, happy individual living an authentic life. In my role here, I can use my varying skills as an analyst and manager all while having a close working relationship with our clients.
Yuki began her career in investment management with the Bank of New York’s asset management division in 2000, where she started as an Associate to the Technology and Consumer Staples Analysts and to the Chief Investment Officer. Following her intense research training, she began managing portfolios for high net worth individuals, and prior to her departure in 2007, she was managing over $750 million as a Senior Portfolio Manager. Prior to joining Alexandra Dest Capital Management, she spent 3 years with Berkshire Bank’s Wealth Management Group, as a Wealth Advisor where she handled all aspects of relationship management, financial planning, new business development and marketing. Yuki also has an entrepreneurial side. She co-created Moe’s Tavern in Lee, MA, recently featured in the New York Times’ article “36 Hours in the Berkshires”. She is currently working on another venture, Methuselah Bar and Lounge in Pittsfield, MA, which focuses mainly on biodynamic/organic wines, artisanal craft beers and spirits, and carefully curated small meals. Yuki is pursuing her designation as a Certified Divorce Financial Analyst. Yuki holds a Masters in Business Administration in Finance and Business from New York University’s Stern School of Business. Her undergraduate work was completed at Brooklyn College, with a BS in Accounting.
A personal note from Yuki:
I have a deep passion for people and their well-being. I am fascinated by every individual’s journey and what makes them unique and perfect. Their stories inspire me on many levels. Hearty belly laughs, dance, skiing, and spending quality time with friends and family are important for me to maintain balance and perspective in the world. And of course, my greatest joy of all are my two daughters, Sophie and Zoe. Aged 7 and 5.
Paul A. Farella
Portfolio Manager & Sustainable Investment Analyst
Why I choose to be part of this team:
It is hard to imagine working in a corporate environment that is so fixed on the better good – this is an integral and important value to me. In this company, my creativity, my skills as a visionary and forward thinker, my analytical mind and thirst for knowledge, and deep desire for sustainability are not only valued but they are encouraged.
In 2009, Paul graduated from the University of Hartford with a bachelor’s degree in economics and finance. He immediately began working with Alex to help start the company where he took on the role of Operations & Portfolio Associate, focusing on research, project development, and operations. In 2011, Paul obtained an MBA with a focus in Sustainable Business from Antioch University New England. Over the years Paul’s role has continued to grow and expand. In Paul’s current role as a Portfolio Manager, he works with clients to ensure portfolios are aligned with client objectives, works with the investment team to develop investment strategy, and acts as the lead trader executing equity and fixed income trades. Paul also spearheads all investment research for the firm. Paul obtained his Series 65 license in 2016 as an investment adviser representative. Paul has the depth and breadth of conceptual knowledge to address complexity, support inclusive engagement, and critically examine the dynamic landscape of today’s business world.
A personal note from Paul:
A humanitarian at heart, I care deeply about my community and working toward a vibrant future and economy. My personal mission is to be a part of the solution by fostering sustainable positive change within my community. I believe we can be the change that is so desperately needed by challenging the validity of our current paradigm and the constructs which keep it in place. I think that through thoughtful analysis and critical thinking approaches we can begin to reshape our communities and world into a more positive, dynamic, and socially just place in which we can all learn to thrive.
Rose A. Borotto, IACCP®
Director of Operations & Compliance
Why I chose to be part of this team:
Aside from just simply enjoying the type of work I do, I chose to work here because I am always being challenged both professionally and personally. I am not only constantly asked to stretch beyond my current limits to enhance my skill set but to also reach deep within myself to grow personally. The values we share, reaching and learning, integrity, care, expansion of the mind and our hearts, our desire to serve, this pulls our group together in a way that brings me deep satisfaction on a daily basis.
Rose Borotto’s career started 32 years ago at the former Berkshire Bank & Trust Company as a teller and subsequent operations assistant. In 1991, she joined Great Barrington Savings Bank (which subsequently became Berkshire Bank) as Operations Assistant and Project Specialist. From 1996 to 2002, she supported the President/CEO as Executive/Corporate Secretary. From 2002 to 2005, she held the position of Investor Relations/Regulatory Reporting Analyst, where she dealt with SEC Compliance issues. In 2017 she earned the professional designation of Investment Advisor Certified Compliance Professional (IACCP). At Alexandra Dest Capital Management, Rose is the operations, office, compliance, and financial manager. She oversees the day to day operations of the company ensuring all details are handled appropriately.
A personal notes from Rose:
I enjoy being outdoors, hiking year round, biking and kayaking in the warmer months. I am an avid dog lover and like to spend time outdoors with my two black labs, Coal & Cami. On weekends, I like to socialize and show off my husband’s culinary talents. Both my husband and I have a bend toward sustainable living and eating organically.
Colleen M. Lussier, CTFA, RFC®
Vice President & Financial Advisor
Colleen has over 19 years experience as a Wealth/Financial Advisor. Prior to joining Alexandra Dest Capital Management, Colleen was a Vice President/Wealth Advisor at Berkshire Bank for 2 years administering and managing client relationships for a diverse account base. Prior to Berkshire Bank, she was at TD Private Trust as a Vice President/Regional Senior Trust Advisor for over 16 years where she held a leadership role in Trust Administration and Estate Planning. Colleen is a dedicated Advisor with significant experience in working with individuals, families, endowments, charitable and non-profit organizations. Colleen’s focus is the personal connection with each client to understand their specific situation, learn about their hopes and dreams to develop a plan to help them achieve their goals now and in the future.
Colleen earned her Bachelor’s Degree in Psychology at Chatham University. She also attended Cannon Financial Institute where she successfully completed Trust School and earned her designation as a Certified Trust and Financial Advisor through Institute of Certified Bankers. In addition, Colleen is a Registered Financial Consultant and graduate of the Berkshire Leadership Program.
A personal note from Colleen:
During my time away from work, I enjoy spending time with my family and friends. I am proud to say I enjoy spending time with my daughters Noelle & Renee. Through the years I have always been active in their schools (serving on PTO, School Board, etc) as well as in the Dance Studio they attended from their early years through high school graduation. I believe it is important to be an active participant in giving back to the community. I serve on the Boards or Committees of several local agencies such as Berkshire United Way, 1Berkshire Youth Leadership Program, CRA Board of Governors and Feigenbaum Scholarship. I also volunteer as a mentor at Miss Hall’s School “Money Matters” financial literacy workshop, on the Executive Trust Committee for the Massachusetts Bankers Association and am a member of the Berkshire County Estate Planning Council.
I believe we can all make a difference at any age and stage of life. “Do what you can, where you are, with what you have” – Teddy Roosevelt
Daniel Schaeffer, CMT®
SVP & Financial Advisor
Why I chose to be part of this team:
My life journey has taken many different turns which led me to this point. Alexandra and her firm connected with me not only on a personal level, but also from an investment philosophy. I truly believe our industry is in the midst of change and this firm is at the forefront of this revolution by simply thinking of our clients first and using modern techniques to help achieve their goals that are typically not available for most individuals.
In 2016, Dan decided to embark on helping individuals achieve their financial goals. He wanted to use his knowledge and skills to truly help people make financial decisions. He brings over 16 years of investment experience. During this tenure, he learned how to navigate in extreme environments, value exotic investment structures, and help isolate investment opportunities with the best risk/reward profiles. His career began in NYC August 2001. He spent seven years at Deutsche Bank as a senior trader on the fixed income subprime mortgage desk. He oversaw 4 billion in positions across subprime mortgage and consumer debt securities. During the crisis, he gained invaluable experience and learned a lot about the emotional side of investing. In 2008, he decided to leave the bank and join MKP Capital as a senior portfolio manager. He built the asset-backed and collateralized loan obligation investment platform and was in charge of up to one billion. In 2011, he joined Mizuho Securities where he was the head of asset-backed trading. He played a vital role in developing the banking and trading desk from being non-existent to top ten in global banks. Dan graduated from the University of Notre Dame with a BS in chemical engineering in 2001.
A personal note from Dan:
My family and I strive to live our lives in harmony with nature by choosing to support local and sustainable farming practices. I love learning about how to cultivate the Earth’s natural powers through Fukuoka’s natural/ Steiner’s biodynamic farming techniques and the methods of alternative sources of energy. My wife Sarah and I have been married for over 7 years and are blessed with 4 children: Tess, Annie, Cole and Rhys. My wife had the courage to have a home birth for our youngest child which allowed me to experience delivering him. They will be attending the Rudolf Steiner School in Great Barrington. They are my greatest allies, my toughest competitors, and a never-ending source of joy. I have also attempted to play golf since I was two years old.