Alex is a Senior Financial Advisor/Portfolio Manager and Partner at Warren Capital. His practice focuses on simplifying complex financial matters for high-net worth families and executives. His practice emphasizes generational portfolio construction (utilizing public securities, alternative investments, options and other financial instruments in portfolio management). He further deepens those relationships through family planning counseling, liability management, executive compensation services and estate planning.
Alex began his career in the financial services industry in 1997 with Spear, Leeds & Kellogg as an institutional market-maker and, through successive promotions, solely responsible for the creation of a European market-making division for SLK in London. He subsequently held significant positions with Goldman Sachs, FIMAT Preferred and MacroMarkets, LLC, an Exchange-Traded Product Fund firm founded by the Nobel Prize winning Professor Robert Shiller of Yale University. In 2010, Alex took his breadth of institutional knowledge and applied it to the foundation of a private client practice at Merrill Lynch and subsequently as a Partner at Warren Capital Management in 2019.
Professional & Community Involvement
Bachelor of Science, Villanova University 1995
Series 7, 66, 63, 55, 14 & 24 FINRA licenses
California Insurance License 0H65657
Health, Life and Variable Annuities licenses
Board Member, United Way of IRC & United Way Foundation of IRC
Vero Beach Country Club
Coach/Volunteer – Indian River County Recreation (Basketball/Soccer)