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Biography

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 is 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.

Education

  • B.A. in Financial Accounting from Bryant University
  • Master of Taxation and Master's Personal Financial Planner Certificate at Bentley University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant with a Personal Financial Specialist designation
  • Member of the Beta Gamma Sigma honor society at Bryant University
  • Member of the Boston Estate Planning Council
  • Member of the Boston Foundation's Professional Advisor Committee

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