Born and raised in Albany, NY, Alex attended Albany High School and furthered his education at Binghamton University, graduating with honors in Economics and minoring in Environmental Studies. Upon graduating, Alex began a career as a Financial Advisor in 2010 after realizing he was unprepared to navigate his financial future. More broadly, he also saw an unmet need for financial education and guidance in general. In 2015, he accepted an assignment as Branch Manager in Rochester, NY. In this role, Alex provided established Financial Advisors with the tools to grow their businesses, and he worked with new Financial Advisors on establishing their practices.
In 2018, Alex recognizing his true passion was working with individuals, families, and small businesses, transitioned from management back to the role of a Financial Advisor full time. Alex enjoys helping his clients have greater understanding of their financial situations as well as building retirement income plans to help people replace their paychecks when they retire.
Alex serves as the Treasurer for the Highland Park Conservancy and enjoys tennis, travel, cooking and spending time with family and friends when he is not working.