Over 20 years experience in securities, from trading, analyzing to portfolio modeling.
Registered Investment Adviser, fiduciary at all times, no exceptions. Client always comes first!
We exist to inform and give our clients a greater understanding of anything and everything we do to achieve their goals.
Fairfield Bush & Co., Director of Portfolio Management 2005-2017
Phoenix Cos., Head Fixed Income Trader 2002-2004
Oldham Resource Group, Registered Rep 1998-2002
Executive Trustee - Palm Beach North Chamber of Commerce
Licensed Foster Parent - State of Florida
Approved CPA Continuing Education Provider in Wealth Management
Ambassador - Palm Beach Chamber of Commerce
Alexander lives in Juno Beach, Florida. When not working with clients, you may find him on the Lacrosse field, in the Ice Rink, or on the open ocean. He is a lifelong sailor, Lacrosse player & Hockey player having competed at some of the highest levels in each.