Alex began his financial services career in 2007, at State Street Corporation as an International Equity Mutual Fund Accountant. There he maintained the financial accounting records of eight international equity mutual funds, processing all trades and currency wires for several investment management firms, including Causeway Capital Management, State Street Global Advisors, and Wellington Management. He was soon offered a position with Fidelity Investments, where he ultimately spent the next eight years. Over that time period, Alex worked his way up from an Operations Representative role to a Senior Regional Investment Consultant, winning the prestigious “President’s Circle Award” twice, in 2013 and 2014. Prior to joining the Wealth Management Resources team, Alex spent time with Bank of America/Merrill Lynch, as an Assistant Vice President, Financial Solutions Advisor.
Alex currently holds his FINRA Series 7, Series 63, and Series 66 licenses. He earned his Bachelor’s degree in Finance from the University of Rhode Island, as well as his Master of Business Administration in Finance from Suffolk University. In addition, he has earned the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultant’s Association (IMCA) at the Wharton School of the University of Pennsylvania. Alex serves our broker-dealer customers as a Registered Representative and our investment advisory customers as an Investment Advisor Representative.
Alex is an avid soccer fan, with a particularly spirited devotion to A.S. Roma.