Alexandra brings over a decade of experience working with affluent individuals and multi-generational families. She brings expertise in financial markets and holistic financial planning, including intergenerational wealth and estate planning. Alexandra is a passionate fiduciary working alongside each client to cultivate long-lasting relationships. She serves as Private Client Advisor to a select group of clients.
Alexandra is a CERTIFIED FINANCIAL PLANNER™ certificant and graduate from Virginia Tech with a Bachelor of Arts in Economics. Alexandra serves as a mentor for the CERTIFIED FINANCIAL PLANNER™ board.
Outside of the office, Alexandra enjoys spending time reading, practicing yoga, and traveling across the pond to England. She serves her local community of New York City as a Young Professional Leader with Habitat for Humanity. Alexandra is based out of our Greenwich, CT office.