A graduate of The Ohio State University with a degree in Accounting, Alex has spent his entire professional career in the financial services industry. His first 4 years were in investment research at Capital Group, Evercore ISI, and RBC Capital Markets in New York. After being introduced to Prosperian as a client, Alex joined the team in July of 2021 because he desired to work in a role where he could make a more direct impact on the personal, professional, and financial lives of individuals, families, and business owners.
Alex grew up in Dayton, OH and currently resides in Manhattan. In his free time, you’ll find Alex exploring NYC restaurants, watching Ohio State football, playing golf, tennis, skiing, and traveling with friends and family.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Prosperian Wealth Management is not an affiliate or subsidiary of PAS or Guardian. Prosperian Wealth Management is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 2021-126874 Exp. 9/2. CA Insurance License Number - 4157156.