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, Alex was a wealth manager at Goldman Sachs Personal Financial Management in the consumer and wealth management division. He helped develop, implement and monitor comprehensive financial plans for clients. Before that, he was a wealth manager at United Capital Financial Advisers.

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

Personal Interests

Away from the office, Alex enjoys spending time with his wife, two sons and their dog. He is a former DII lacrosse player and is a volunteer youth lacrosse coach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.