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Alex is a Partner in the Boston Office. As a member of the firm’s Wealth Management practice, Alex provides comprehensive financial planning to clients in the context of their investment management, estate and income tax planning, philanthropy, insurance, and cash flow management.

Prior to joining Cerity Partners, Alex was a Partner at Daintree Advisors, joining the firm in December 2011. Previously, Alex was an Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Before Wells Fargo, Alex provided financial and tax planning services at Arthur Andersen LLP.

Alex earned a BA in Financial Accounting from Bryant University, where he was inducted into the Beta Gamma Sigma honor society. Alex subsequently completed a Masters in Taxation and Master Personal Financial Planner Certificate at Bentley University. He is a Certified Public Accountant with a Personal Financial Specialist designation and holds the CERTIFIED FINANCIAL PLANNER™ certification. Alex also earned the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils and has been named by Boston Magazine as a Five Star Wealth Manager each year since 2017.

Alex is a member of the Boston Estate Planning Council. He is also a youth baseball and soccer coach in the community for his young sons Evan and Justin. When not coaching, he can be found playing goalie for his adult soccer team Braveheart which has been playing together for more than 20 years.

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