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/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC