Knowledge, experience, leadership And the confidence to pursue your goals

A graduate of the United States Military Academy at West Point and former Army Airborne Ranger, Alex has parlayed his leadership experience into a highly successful private banking and investment management career in Central Texas, where he leads one of the largest wealth management practices in the state.  Alex specifically manages the fiscal affairs for a select number of families, privately held businesses, and foundations.  Clients tap into his specialized experience on all things financial from investing to estate planning as well as credit and lending.  He worked for Merrill Lynch for 9 years and joined UBS in 2009. In Alex’s sixteen years in Austin, he has become involved in philanthropic endeavors, both donating considerable time and financial resources.  He currently sits on the Board of Ballet Austin where he serves on the management committee and just completed two years as the board president.  Alex is a member at large and former President of the West Point Society of Central Texas where he was the primary Austin liaison to the United States Military Academy.  In his free time he enjoys high altitude mountain climbing, traveling, cycling and playing racquetball.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Managing Director - Wealth Management

Austin, TX

May 2009 - Present

Merrill Lynch

Vice President - Investments

Austin, TX

September 2001 - May 2009

US Army

Army Airborne Ranger

Schofield Barrack, HI

May 1999 - September 2001

Accomplishments

  • As the Austin liaison between the United States Military Academy and local high schools has helped over 20 students get appointments as cadets.
  • As 2006-2007 Development Committee Chair was responsible for raising $1,400,000 for Ballet Austin's 50th anniversary.

Education

  • United States Military Academy at West Point , BS Engineering and History

Licenses

  • Series 7, General Securities Representative
  • Series 9 & 10, General Securities Sales Supervisor
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • State of Texas, Life, Accident, Health and HMO Insurance Licensed

Personal & Community

  • Board and Management Committee Member of Ballet Austin
  • Member at Large and former President of the West Point Society of Central Texas
  • Enjoys high-altitude mountain climbing, traveling and playing raquetball

Registered States:

AR, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, NC, NY, PA, SC, TN, TX, VA