Rex works closely with clients on all aspects of wealth management. He focuses on securities for High-Net-Worth Individuals, Including Private Strategies and Separately Managed Accounts. He also assists with managing meetings and communications with clients, preparing reports and analysis, and being the first point of contact for clients needing attention.
As a liaison between clients and custodian, Rex works to solve all client requests, whether its account opening, or tax smart investment planning; Rex is there to help. He also assists on equity analysis and portfolio construction, in building alpha focused allocation strategies. His energetic attitude, and true passion for Wealth Management, helps to build a strong team of Advisors and Associates.
Prior to TCG Rex spent 2 years as a Private Wealth Management Associate at Merrill Lynch. There he served a group of Ultra High Net Worth Individuals, Foundations, and Non-Profits.
Rex was the Captain of the Northeastern Men’s Rowing team. Rex helped lead the team to the best finish in school history, ranking 4th in the nation. Rex also Is an Eagle Scout, having served his troop and community as a young adult.
Rex likes to spend personal time Skiing, Snowboarding, Fly Fishing, Golfing, & Bodybuilding. He also has a passion for Automobiles and Motorsports.