Alex is a Portfolio Associate at The Colony Group. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Prior to joining The Colony Group, Alex worked at MFS Investment Management as a Service Center Intern and GW & Wade as a Wealth Management Intern.
Alex attended Sacred Heart University, earning a Bachelor of Science in Finance and Sports Management.
When not in the office, he enjoys golfing, traveling, photography, and spending time with his family and friends.