Director of Client Development and Equity Trading, Certified Private Wealth Advisor®
Alex brings with him over 20 years of experience in the financial services industry. In 2013 he earned the designation of Certified Private Wealth Advisor® delivered by Investment Management Consultants Association (IMCA) at The University of Chicago Booth School of Business. He serves as a client advocate and advanced solutions specialist responsible for outreach and development. Prior to joining McGowanGroup Asset Management, he served as Director of Client Relationship Consulting for 1st Global Capital Corp., responsible for client advocacy and creating efficiencies for firms with combined assets over $900 million. Alex has also served as an institutional trader and market maker with specialties in equity market structure and execution of strategic initiatives.