With more than 12 years of financial services experience, Alex is an Executive Financial Services Director and Senior Portfolio Manager for The Maddalena Group. As a Financial Planning Specialist, he helps corporate executives, family offices, and high net worth individuals understand, preserve, and build their wealth, so they may make more informed and confident decisions in achieving their long-term goals.
Prior to joining Morgan Stanley, Alex worked at Bank of America Merrill Lynch in the firm’s Institutional Fixed Income division, covering hedge funds, asset managers, and proprietary trading desks. He joined The Maddalena Group for the opportunity to share his institutional knowledge with individuals and families, and to have the opportunity to build more personal relationships with his clients.
Alex earned his B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, concentrating in Finance and Accounting and his M.B.A. from Columbia Business School, majoring in Finance and Real Estate and graduating with Dean’s Honors. He earned his Certified Private Wealth Advisor® certification in 2018, his Certified Investment Management Analyst® certification in 2017, and his CERTIFIED FINANCIAL PLANNER™ certification in 2016. He is a member of the Financial Planning Association of New York.
Originally from Baltimore, Maryland, Alex currently resides with his wife, son, and daughter in Armonk, New York. In his free time, he enjoys playing golf, tennis, and spending time with his family.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures