Financial Para Planner
As a relatively recent addition to the US Financial Services team, Alex works in the Financial Planning department helping to create robust and comprehensive financial plans for the firm’s advisors and their clients.
Alex brings with him a strong, natural tendency toward planning along with 20+ years of client service and relationship management experience at top tier global investment banks. Additionally, Alex holds an MBA from Fordham University with concentrations in Finance and Management.
Born and raised in New Jersey, Alex understands the value of community and volunteers his time at church, school, local government and scouting. In his free time Alex enjoys hiking, camping, golf, fitness, tinkering with cars and supporting his three children’s extracurricular activities.