As a Senior Associate on the Client Service Team, Alex serves as a liaison between Gresham’s clients and the firm. From day-to-day interactions to higher-level planning, Alex’s focus is to help our clients achieve their financial goals while letting them focus on what is most important to them.
Alex joined Gresham in 2015 as an Investment Operations Associate and currently holds the position of Senior Client Service Associate. His current role involves working directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining the Client Service Team, Alex worked with the Investment Operations and Family Office Services Teams within Gresham.
Outside of work, Alex enjoys being outdoors, golfing, learning about outer space, and occasionally binge-watching Netflix with a bag of Sour Punch Straws.
Education Background
- B.S., Finance, Illinois State University
Previous
Next