Alex is a Portfolio Administrator. He is responsible for providing financial planning, administrative support and meeting clients’ day-to-day needs.
Alex graduated from Howard University with a B.B.A. in Finance. He obtained the Certified Financial Planner™ designation and is currently enrolled at New York University-Stern pursuing an M.B.A degree. Alex serves as an Alumni leader for the local chapter in NYC, is a jogger, and enjoys spending time with family and friends.