Alex brings over 20 years of experience in the financial services industry to PWM Advisors, with a strong emphasis on quantitative analytics and comprehensive financial planning which she has provided for some of the largest corporations in the country.
At PWM, Alex collaborates closely with a dedicated team of specialists who share a commitment to client-centered service. Together, they work in concert with clients’ external partners—including CPAs and attorneys—to ensure seamless coordination and execution of financial plans, with the goal of minimizing potential gaps and maximizing long-term success.
Before joining PWM Advisors, Alex served as Manager of Financial Planning & Analysis (FP&A) at Navitas, a United Community Bank Company. Her career also includes six years at BNY Mellon, where she held the role of Vice President of Product Management and Development within the Managed Accounts Group. In addition, Alex spent over 16 years at Lincoln Financial Group, where she held various senior positions, including Senior Equity Analyst and AVP of Product Management and Development.
Alex is a graduate of the University of Pennsylvania and has earned her Certified Investment Management Analyst® (CIMA®) designation through executive education at The Wharton School of the University of Pennsylvania in 2006. Alex currently holds multiple FINRA licenses and is an active member of the Investment & Wealth Institute.