Alex assists advisors at the firm by constructing personalized and customized investment strategies to help clients achieve their specific financial goals. He also contributes to the team by conducting trading activities, performing investment manager due diligence, and concentrating on the firms process to gather, analyze and present tailored investment strategies.
He joined in 2020 from Legend Financial Advisors, Inc., where he was an Assistant Wealth Advisor. Alex is originally from the North Hills of Pittsburgh but currently resides in Green Tree. Outside of work, Alex is an avid fan of all Pittsburgh and University of Pittsburgh sports. He also enjoys playing golf and basketball in his free time.
Education & Certifications
B.S. Business Administration, University of Pittsburgh
Accredited Wealth Management Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Featured in The News
Mar, 2020 | Blog
We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy. It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008. The plumbing in the financial markets continues to be fully functioning […]
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