Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Alexander Joel "Alex" Grumman

Senior Vice President–Wealth Management

Alex has been a financial advisor since 1996. Working with successful individuals and their families, he tailors individualized solutions for each client. He collaborates with the other professionals such as CPAs and estate attorneys. In 1991, Alex earned a degree Civil Engineering. In 2006, he earned the Certified Investment Management Analyst (CIMA) designation and is a Senior Portfolio Manager in UBS's Portfolio Management Program. Alex lives in Anchorage with his wife and two active children.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MT
  • NC
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. Civil Engineering, University Alaska Anchorage

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
3000 A Street
Suite 100
Anchorage, AK 99503
  • (907) 261-5919

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Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 12/31/2022

51 countries

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