Alex joined Baker Street in 2013. At Baker Street, Alex is primarily responsible for providing financial planning and investment advisory services to our high net-worth clients.
Prior to joining Baker Street Advisors, Alex worked as a Senior Audit Associate at KPMG in their Alternative Investment Funds group.
Alex graduated cum laude from the University of Notre Dame with a Bachelor of Business Administration degree.
Alex is a Certified Public Accountant and has been awarded the Chartered Financial Analyst designation. He is a member of both the CFA Institute and the American Institute of Certified Public Accountants.