As 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.