About Alex
Alex utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for Focus Partners Wealth’s high-net-worth clients. He works to provide clients with financial analysis, projections, and detailed plans, as well as to develop customized investment strategy proposals and assist with due diligence on investment opportunities.
Alex and his wife, Leila, live in downtown Denver. In his spare time, he enjoys playing volleyball, chess, skiing, and exploring the mountains with his dog.
Education and Professional Milestones
-Eckerd College - BA in international business with minors in French and biology
-University of Notre Dame Mendoza College of Business - MBA, cum laude
-University of Notre Dame Law School - juris doctor
-Joined Focus Partners Wealth through the firm’s 2017 merger with Jones Barclay Boston
-Was an investment consultant at DiMeo Schneider & Associates
-Before crossing into the finance industry, worked at Handler Thayer LLP, a boutique law firm, where he focused on providing business and estate planning advice to affluent individuals and families
Alex utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for Focus Partners Wealth’s high-net-worth clients. He works to provide clients with financial analysis, projections, and detailed plans, as well as to develop customized investment strategy proposals and assist with due diligence on investment opportunities.
Alex and his wife, Leila, live in downtown Denver. In his spare time, he enjoys playing volleyball, chess, skiing, and exploring the mountains with his dog.
Education and Professional Milestones
-Eckerd College - BA in international business with minors in French and biology
-University of Notre Dame Mendoza College of Business - MBA, cum laude
-University of Notre Dame Law School - juris doctor
-Joined Focus Partners Wealth through the firm’s 2017 merger with Jones Barclay Boston
-Was an investment consultant at DiMeo Schneider & Associates
-Before crossing into the finance industry, worked at Handler Thayer LLP, a boutique law firm, where he focused on providing business and estate planning advice to affluent individuals and families