Managing Director, Chief investment Officer
Alex contributes to Nucleus in two essential competencies—as Chief Investment Officer and as the head of Nucleus’ Investment Committee. Additionally, along with Candice and Greg he is Co-leader of our Business Decision Group. His depth in investing know how and his passion for developing next generation leaders keeps Alex as energized about working with others to solve complex problems as he is about designing financial plans.
Alex began his financial advisory career at Merrill Lynch, spending eight years with the Private Banking and Investment Group. He worked closely with the Senior Partners on the Private Banking team in determining portfolio structure and presenting investment recommendations to clients. In addition, he conducted investment and portfolio analysis and was responsible for investment due diligence on third-party money managers, with a particular focus on alternative investments.
Alex is a graduate of the University of Rochester with a BA in Economics. Alex holds several professional designations, including Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary®.
Alex is also a member of the Chartered Alternative Investment Analyst Association® and was named as part of the Financial Times Top 300 Teams in 2014, 2015 and 2016.
Of the five key characteristics that helps define Nucleus’ culture—depth, direction, connection, curiosity and withness™—Alex’s natural ability to spot connections is what the team always counts on. That, and his dry humor, are ever present and the more complex the challenge, the more we get to see those qualities shine in Alex.
Alex enjoys outdoor sports and is a member of the Hudson Valley Orienteering club. He lives with his wife, son and very new baby girl in Brooklyn, NY.