Numbers have always come easily to Alex, which, combined with his passion for helping people, made wealth planning a natural career path.
Joined Lido: 2017
Homebase: Chicago
Professional Focus: Works with clients to explore opportunities to diversify their assets and use leverage and customization to pursue their objectives.
Education: B.S. Finance, Indiana University at Bloomington
Previous Work Highlights: Alex was a financial advisor for a boutique hybrid advisory firm that specialized in alternative investments. Before that he was as an equities and options trader for Certavi Et Vici Financial.
Personal Facts: He loves the Chicago food scene, golf, and spending time with his wife, Allie, and their dog, Leo.
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