Alex Gordon, CFP®
Alex is a Senior Portfolio Administrator at 1919 Investment Counsel. In his role, Alex works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His primary responsibility is supporting portfolio managers and client advisors to enhance the experience, with a focus on portfolio review, account administration and wealth planning. Additionally, Alex conducts equity research and valuation analysis to assist with managing the firm’s Impact strategy.
Outside of the office, Alex is a civic leader as Howard University’s Regional Alumni Chair.
Prior to joining the firm, Alex was a Private Bank Client Service Associate at J.P. Morgan, where he served as support to ultra-high-net-worth clients, expertly managing capital calls, foreign wires/currency, establishing grantor-retained annuity trusts, and navigating liquidity events.
In his spare time, Alex enjoys exercising and spending time with friends and family.
Alex graduated from Howard University with a B.B.A. in Finance. He obtained the Certified Financial PlannerTM designation in 2016 and his M.B.A. degree from New York University-Stern.