Since joining the firm in February 2024 as an Associate Consultant, Alex has been fervently dedicated to assisting clients with their operational needs, drawing upon a rich tapestry of experiences and expertise. Born and raised in Colorado, Alex’s upbringing instilled in him a profound appreciation for nature and adventure, qualities that permeate his professional endeavors. 

Previously, Alex served as a Customer Relations Representative at Fidelity Investments, where he adeptly handled client trades, facilitated fund transfers, and meticulously maintained client accounts. This experience not only honed his customer service skills but also provided valuable insights into the intricacies of financial operations and client management. 

Having pursued his undergraduate studies at the University of Colorado Boulder, Alex not only sharpened his analytical skills but also fostered a strong sense of collaboration and community engagement. Alongside academic pursuits, he undertook the challenge of obtaining both Series 7 and 66 licenses, equipping himself with the financial awareness necessary to navigate complex client demands. 

Outside the realm of finance, Alex finds comfort and inspiration in the great outdoors, with skiing, mountain biking, and golfing, serving as both a passion and a means of rejuvenation. Fluent in French and proficient in Spanish, he embraces cultural diversity as a cornerstone of his personal and professional growth. With familial ties in France and Spain, Alex possesses a nuanced understanding of global dynamics, enriching his ability to connect with clients across borders and cultures. 

Drawing upon his multifaceted background, Alex is committed to delivering innovative solutions and fostering enduring client relationships that drive mutual success. 

“I am passionate about investing in education and relationships that pave the way for a sustainable world, ensuring that future generations inherit both knowledge and compassion for each other”