Alex joined Summitry in 2020 as a Business Development Principal. He is 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 worked at JPMorgan Chase in the Chicagoland area on a wealth management team as a Private Banker. He more recently was at Fisher Investments with a focus in sales and financial planning. Alex graduated from Indiana University (Bloomington) with a focus in Business Management.
Alex is a born-and-raised East Coaster, he 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).
