As an advisor, Alex works closely with clients leveraging his background in financial planning and portfolio management to help develop and execute strategies designed to meet the long-term financial goals of clients.
He earned both a bachelor’s degree in Finance and an MBA from Quinnipiac University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Previous Experience
- Vice President at Ayco, a Goldman Sachs Company
Education & Credentials
- BS, Quinnipiac University, Finance
- MBA, Quinnipiac University, Chartered Financial Analyst Track
- CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Phone: 212.602.4545
