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.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
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