Designations and Licenses

Alex is a CERTIFIED FINANCIAL PLANNER™ professional and has his Connecticut life, accident and health insurance licenses.

Experience and Education

Alex provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect their wealth. Prior to joining Mariner, he worked as a wealth manager at Goldman Sachs Personal Financial Management within the consumer and wealth management division focused on assisting clients through the development, implementation and monitoring of comprehensive financial plans. Before that he was a wealth manager at United Capital Financial Advisers.

He has a bachelor’s degree in finance from Pace University in New York.

Personal Interests

In his free time, he enjoys playing golf and spending time with his wife and son.