As an advisor, Alex works closely with business and finance executives and younger professionals who are as enthusiastic about their personal goals as they are about their careers. They work hard, have a clear vision of the future for themselves, and strive to balance their professional goals with personal fulfillment. Alex leverages his background in financial planning and portfolio management to help develop and execute strategies designed to meet their long-term financial and life goals.
Alex believes in breaking down communication barriers when it comes to discussing finances. The more open we are about our fears and concerns, he says, the better informed we are to take appropriate steps to achieving our goals. He prides himself on being the first and often only call his clients need to make to get the answers they need.
Alex earned both a bachelor’s degree in Finance and an MBA from Quinnipiac University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Previously, he was a Vice President at Ayco, a Goldman Sachs company.
“The financial planning process is not a ‘quick fix’ – it’s an ongoing component in our lives that determines how we can achieve our life goals and dreams. My role as an advisor is to ensure my clients have all the information in front of them so they feel confident that they’re making the right decisions for themselves and their families.”
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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
