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As a member of Washington Trust’s Private Clients team, Alex serves successful individuals and their families, business owners, executives, foundations and endowments throughout the New England region. He and his wealth management colleagues work with clients and their advisors to develop financial solutions and planning strategies utilizing Washington Trust Wealth Management’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services.
Alex joined Washington Trust in 2019 after serving as a Senior Private Client Advisor in the Boston market for a national corporate, institutional, and wealth advisory service provider. Prior to that he held similar roles as a wealth management and private clients advisor throughout Connecticut and the Greater Boston region.
Alex is a graduate of Fordham University in the Bronx, NY with a bachelor’s degree in marketing and economics.
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