Alex oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. He rejoined the organization in 2019 and has over 20 years of experience in the financial services industry.
Alex earned a BA in History from Miami University in Oxford, Ohio. He earned an MBA in Finance, Management and Strategy from Northwestern University – Kellogg School of Management. Alex has the CERTIFIED FINANCIAL PLANNER™ designation.
He is the Board President of First Stage, an Executive Committee Member of the Milwaukee Art Museum and a Trustee for the North Shore Congregational Church. Alex is a past Campaign Co-Chair for the United Performing Arts Funds, and a past Trustee of the Greater Milwaukee Foundation.
Alex resides in Whitefish Bay with his wife Mary. They have two children. He enjoys travelling with his family, spending time up north, coaching his kids sports and baseball.