Alex serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. He works primarily with professional athletes to help create generational wealth and guide them through the challenges of finding their footing as new millionaires through financial planning, contract forecasting, budget management and disability insurance planning. With over a decade of experience between the financial planning and sports management industry, Alex offers his clients a truly specialized planning experience to help young high-net worth individuals meet all their long-term financial goals. Prior to joining Creative Planning, Alex was an associate with an independent investment advisory firm in New York City with a focus on professional athletes. Before joining the financial services industry, Alex spent time working for various NBA and MLS teams. He found his calling when he transitioned to managing finances for these same players. Alex earned a Bachelor of Science degree in Finance from the Cornell University. He also earned a Master of Science degree in Sports Management and Applied Analytics from Columbia University, where he served as an adjunct associate. Alex resides in Manhattan and enjoys playing multiple instruments, staying physically active, visiting museums, and enjoying fine dining and live music.
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