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.