Client Advisory

Biography

Alex is a Principal in the Louisville office. He is a member of the Business Accounting and Advisory Services team, providing outsourced CFO services where he guides clients through various phases of financial strategy, treasury management, and exit planning to assist business leaders in making informed decisions to achieve their goals.

Prior to joining Cerity Partners, Alex has served in various finance and accounting leadership roles. Most recently he served as the Director of Finance for a private charter / jet maintenance company, where he oversaw the organization’s entire financial function. His experience in managing financial operations, including budgeting, forecasting, reporting, and capital management, provides him with a unique perspective on the challenges and opportunities faced by businesses.

Education

  • B.S. in Accounting from University of Kentucky Gatton College of Business and Economics
  • M.S. in Accounting from University of Kentucky Gatton College of Business and Economics

Highlights

  • Certified Public Accountant

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