Alex is a Business Development Principal at Summitry. He primarily works with the Business Development team, responsible for engaging and meeting with new clients, navigating them through the onboarding process with Summitry. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities.
Prior to joining Summitry, Alex earned a degree with a focus in Business Management from Indiana University (Bloomington). He worked at JPMorgan Chase in the Chicagoland area on a wealth management team as a Private Banker, and more recently at Fisher Investments with a focus in sales and financial planning.
Alex is originally from the East Coast and is an avid New York Sports fan. He enjoys sports analytics, poker, staying active, and enjoys traveling to Asia to visit his brother and his family in Hong Kong. He will talk about (or eat) food with you all day long. Alex is also an active board member for the ADL (Anti-Defamation League).
