Alex believes in a personalized, goal-based approach to wealth management. He tailors his advice to the needs and objectives of each client, building a plan to give them confidence in their financial future. No two clients are the same and so every approach is customized to achieve both short- and long-term goals.
Through initial meetings and regular reviews, Alex works to get to know each client on an individual level, making sure every recommendation is tailored to their life and experience. He takes the time to explain every strategy in clear and concise terms, avoiding complicated jargon to foster understanding and confidence.
Alex grew up on the shoreline of Connecticut before moving to Rochester to attend the University of Rochester, where he studied Financial Economics. He joined Brighton Securities in January of 2022. He has prior experience in financial services at global corporations, with a focus on client service and relationship building. In his free time, he enjoys hiking, golf, and is an avid skier.
Senior Client Service Associate