Alexander currently serves as a Paraplanner at Integrity Financial Corporation in the Malibu office, supporting advanced financial strategies for clients. He specializes in manager and security selection, performance evaluation, statistical analysis, and bridging institutional investment practices with personal wealth management.
Previously, he worked with an investment consulting firm, which manages over $52 billion, focusing on asset allocation, manager selection, and performance reporting for endowments, charities, foundations, family offices, and other tax-exempt organizations. Alexander earned both his B.S. in Business Administration and an MBA from Pepperdine University and is a CFA candidate having passed level 1 in November of 2024.
Passionate about thoughtful portfolio construction and long-term wealth strategies, he blends institutional investment practices with personal wealth management. Outside of his profession, he is an avid golfer and a performing classical guitarist.