Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Alexander is an Investment Associate based out of the New York office.
Alexander began his career as a research assistant at AQR Capital Management focusing on data munging for portfolio managers. While studying at the University of Leeds, he also served as a project head and financial planner for both a UK start-up and of the largest fast-fashion retailers.
After completing his degree in Business Economics, Alexander interned at Procter and Gamble, where he focused on improving cost structures and logistics at one of the largest factories in Eastern Europe.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.