Alex joined Adviser Investments in 2013 and has been a member of the investment community since 2006. He works with clients to create, implement and monitor a financial plan for them to achieve their goals. Alex accomplishes this by understanding individual clients’ financial needs and preferences, and creating a strategy to address both. Prior to Adviser Investments, Alex worked at Columbia Management in both Boston and Los Angeles, most recently as a regional vice president, where he educated financial advisers on a variety of investment strategies. He started his career as a financial adviser at Ameriprise Financial, producing comprehensive financial planning, investing and insurance solutions for individual investors. Alex earned a B.S. in business administration from Ithaca College. He resides with his wife and 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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