Alexander Bolt, CPA
Family Office AccountantAlexander is a Family Office Accountant based in our New York City office and working closely with our Melville, NY and Boca Raton, FL teams. In this role, he manages client requests, maintains financial records, and handles daily account functions alongside the broader family office accounting team.
Previously, Alexander worked as a staff member in accounting advisory services at Citrin Cooperman, establishing a strong foundation in accounting and client service. He holds a bachelor’s degree in accounting and is a Certified Public Accountant in the State of New York.
Previous Experience
- Staff, Accounting Advisory Services at Citrin Cooperman
- Intern, Finance & Accounting at ENE Systems, Inc
Education & Credentials
- BS, Babson College, Accounting
- Certified Public Accountant
*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.
