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Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
As a Wealth Advisor at RegentAtlantic, Alex supports his team by conducting financial planning analyses, providing wealth management research to clients and formulating investment recommendations. Alex works closely with over 175 client families, developing these relationships spanning his four years working with RegentAtlantic. Alex attended Saint Joseph’s University where he received a double major BS in Financial Planning and Finance with a minor in Economics. Alex is a New Jersey native who has earned the CERTIFIED FINANCIAL PLANNER™ certificate. Alex serves as a member of the firm’s Financial Planning Committee, providing research and input on an array of financial planning topics that are used with clients across the firm. Alex currently resides in Hoboken, NJ.
