Alex is a Partner in the Orange County office and has over sixteen years of experience providing financial planning, tax planning, and estate planning to affluent individuals, corporate executives of fortune 1000 companies, senior partners at law firms and closely-held small business owners. His clients have included CEOs of private companies and corporate executives of publicly traded companies, such as Northrop Grumman, Tesoro Petroleum Corporation, Life Technologies, Inc., Prudential Financial, and Allergan.
Prior to joining Cerity Partners, Alex was a Vice President in the Private Wealth group of MullinTBG Advisors, a subsidiary of Prudential Financial, in the Newport Beach office. Alex specialized in sophisticated estate planning, philanthropic, investment, income tax, and retirement planning. Alex was responsible for establishing and maintaining relationships with clients, assisting in the development of training programs, and supervising financial planners.
Alex earned his Bachelor of Arts degree in Political Science from the Indiana University of Pennsylvania. He earned his Juris Doctorate from the University of Quinnipiac School of Law and his LL.M. in Taxation from the University of San Diego School of Law. He is admitted to the Bars of New York and Connecticut. He holds Variable Contracts, Life Insurance, and Health and Disability Insurance licenses. Alex has served on the Board of Directors of HNSC, an organization that coordinates funding relationships for start-up companies.
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