Alex is a valued member of our Family Office Management Team who works closely with the Portfolio Management & Analytics Team to provide a select group of the firm’s family office clients with a seamless client service experience spanning reporting, trading, liquidity review, money movements, and addressing daily client/portfolio inquiries.
Alex has over a decade of experience working at a large international banks within their Wealth Management divisions. He has served as a primary point of contact to high-net-worth clients supporting their accounting needs, trading and custody functions while also managing process improvements for the team.
Alex graduated from Fairfield University where he earned a Bachelor’s degree in Economics with a minor in Finance.
I would own a gym; I would love to help people accomplish their fitness goals and take care of their mental health.
I enjoy working out and being active. I also play guitar when I want to express my creative side.
I enjoy working as part of a team that goes above and beyond for clients. I love helping clients, so solving complex and nuanced challenges to help achieve their financial goals is very rewarding and allows me to learn something new every day.
I’m a very empathetic person, so I view a client’s problem as my own. I never back down from an issue, no matter how big or small. I also have strong problem-solving skills, and a keen eye for detail which comes in handy when cultivating solutions.