Alex helps clients craft customized and personalized portfolio to help them achieve their family’s unique financial goals.
After graduating from the University of Pittsburgh in 2015, Alex started out his career in Wealth Management at a Pittsburgh-based RIA named Legend Financial Advisors, where he was an Investment Operations Coordinator before becoming an Assistant Advisor. His work at Legend allowed to him to experience all aspects of the industry, from handling paperwork and money movement to portfolio management and creating comprehensive financial plans to ensure that clients were taken care of from start to finish.
At Waldron, Alex specializes in investments and enjoys building long-term relationships with clients through portfolio management. He furthered his education by obtaining the CERTIFIED FINANCIAL PLANNER™ certification and fulfilled the education aspect of the certification by completing the Executive Certificate in Financial Planning course at the Palumbo-Donahue School of Business at Duquesne University before ultimately passing the exam and receiving the letters.
Outside the office, Alex enjoys playing basketball and golf. He resides in Green Tree, PA.