Alex is a dedicated Wealth Manager from Syracuse, NY, with a strong foundation in finance and economics. He graduated from St. Bonaventure University in 2024 with a BBA in Finance and a minor in Economics, where he developed a strong passion for the financial industry.
Alex gained valuable hands-on experience through four summer internships at Excelsior Wealth Partners, where he contributed to financial reporting, market trend analysis, and strategic financial planning while supporting the team in any way he could. He holds his Life, Health, and Accident insurance license, along with his Series 7 and Series 66 licenses.
In January 2026, Alex transitioned from a Research Analyst to a Wealth Manager at EWP, where he is excited to continue building his career and helping clients achieve their financial goals.