Alex has been with UBS Financial Services Inc. since 2008. His experience in the industry spans 20 years working with other major financial services firms before joining UBS Financial Services Inc. He has earned a Bachelors of Arts Degree in History from Duke University. Alex maintains Series 7, 31, 66 securities licenses as well as Life Insurance Licenses. A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011.  Since 2017, Alex has been a member of the President’s Council.  In 2019 and 2020, Alex was recognized as a Forbes Best-in-State Wealth Advisor for New York City (High Net Worth).  Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.

• 2011 Pacesetters Council
• 2012 Presidents Council

• Duke University

• Life Insurance, Variable & Annuity
• Series 7, 31, 66

AK, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, MA, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA