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.