As a Vice President of Portfolio Management and Head of Trading, Alex is responsible for implementation and maintenance of portfolios managed by GeoWealth. He also works with our clients to help them implement their in-house portfolios on the platform. Before joining the GeoWealth team, Alex spent over three years at Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Alex graduated from the University of Nebraska at Lincoln College of Business Administration with a B.S.B. in Economics in 2010. He also obtained the CFA designation in 2016.
Michigan Office
18645 Canal Rd., Suite 2
Clinton Township, MI 48038
Phone: 586.228.1282
Fax: 859.818.0409
Ohio Office (Blue Ash)
4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45249
Phone: 859.372.6727
Fax: 859.818.0409
Michigan Office
18645 Canal Rd., Suite 2
Clinton Township, MI 48038
Phone: 586.228.1282
Fax: 859.818.0409
Ohio Office (Blue Ash)
4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45249
Phone: 859.372.6727
Fax: 859.818.0409