Alex’s main focus is investment management and financial planning, designing strategies to help our clients meet their financial goals by assessing their objectives, risk appetite, and time horizons. After beginning his career with Price Waterhouse, Alex subsequently transitioned his career to Wall Street, where he worked for 30 years, most of which was spent at Goldman Sachs and Merrill Lynch. Alex focused most of his work at Wall Street firms on the institutional side of the business in Prime Brokerage where he led the client reporting and development team, helping to manage relationships with many of the firm's top hedge fund clients. He is a graduate of the University of Notre Dame.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ. California Insurance License #: 0J20083