Alex works with clients to create, implement and monitor a financial plan to achieve their goals. Prior to joining Adviser Investments in 2013, Alex worked at Columbia Management, most recently as a regional vice president. While there, he educated financial advisers on a variety of investment strategies. Alex has been a member of the investment community since 2006 and started his career as a financial adviser at Ameriprise Financial. He earned a B.S. in business administration from Ithaca College. Alex resides with his wife and three children in Burlington, MA.
Each person’s definition of wealth is different, so it’s important to define why money is important to you—which values of yours does it align with? Does money represent security, status, freedom, family, giving back or something else? Once you know this, you can begin to make conscious decisions to maximize your financial means toward those ends.
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