As a Senior Advisor Associate, Alex works closely with advisors to assist with the financial planning and investment management needs of clients, tailored to each family’s unique goals and circumstances. Alex completed the NYU Certificate in Financial Planning program and is expecting to attain the CFP® designation in 2022.

Prior to joining the team, Alex gained valuable experience at Lenox Wealth Advisors and The Vanguard Group. She earned a bachelor’s degree in Economics from Penn State University.

Originally from Chatham, NJ, Alex currently resides in Hoboken. Outside of work, she enjoys spending time with her family, practicing yoga, and watching Penn State football.

Previous Experience

  • Wealth Associate at Lenox Wealth Advisors
  • Client Operations Associate at The Vanguard Group

Education & Credentials

  • BA, Pennsylvania State University, Economics, minor in Business Administration
  • Candidate for the CERTIFIED FINANCIAL PLANNER™️ certification

 

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.