Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Pre- and Post-Liquidity Planning
Investment Strategies
Estate Planning
Manager Diligence
Private Strategies
Asset Allocation
Portfolio Management
Client Specialty
Business Owners
Professionals
Athletes
Retirees
Community
Notre Dame Alumni Club of Denver, Treasurer
Alex is a Senior Wealth Advisor and a Principal at The Colony Group. He utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for the firm’s high-net-worth clients. He works to provide clients with financial analysis, projections, and detailed plans, as well as to develop customized investment strategy proposals and assist with due diligence on investment opportunities. Alex holds the Chartered Financial Analyst® designation.
Previously, Alex served as a Financial Advisor for the Denver-based wealth management firm, Jones Barclay Boston, which merged with The Colony Group at the start of 2017. Alex also previously served as an Investment Consultant at DiMeo Schneider & Associates. Before crossing into the finance industry, Alex worked at Handler Thayer, LLP, a boutique law firm, where he focused on providing business and estate planning advice to affluent individuals and families.
Alex received his MBA after graduating cum laude from the University of Notre Dame’s Mendoza College of Business. He simultaneously received his Juris Doctorate from the University of Notre Dame Law School. He received his B.A. in International Business with minors in French and Biology from Eckerd College. Alex and his wife, Leila, live in downtown Denver and, in his spare time, he enjoys playing volleyball, chess, skiing, and exploring the mountains with his dog.
Published Insights
Curated by Colony
Curated by Colony: Financial Literacy Media Recommendations
April 12, 2024
In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...
Creating Wealth
Why Focusing on the Long-Term is Smart Investing
October 25, 2023
Following the 2020 Covid-19 market crash and the 2022 inflation related market fall, equity investors can be forgiven for feeling a certain amount of apprehension regarding recent positive returns...