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 advisors on a variety of investment strategies. Alex has been a member of the investment community since 2006 and started his career as a financial advisor 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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.