$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Alex graduated with a BA from the University of North Carolina at Chapel Hill. After graduating, he worked in the NY News Bureau at CNN and then as Manager of Digital Ad Operations for Wenner Media's web properties for Rolling Stone, Us Weekly, and Men's Journal. Before joining UBS in 2010, he worked for two years as a Manager with the personal finance start-up, FiLife.com, a joint venture between the Dow Jones and IAC. At UBS, Alex serves as one of the financial advisors for the team.
Alex lives in NYC is currently on the Steering Committee for the Young Fellows of The Morgan Library. He is also involved with the Young Collectors Council at the Guggenheim, the Junior Associates of The Museum of Modern Art and is a Founding Member with the Whitney Contemporaries.
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
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Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings