Alex provides a number of operational and administrative services to the team’s ultra-affluent clients. She is sensitive to the preferences of each family, tailoring her approach to reflect clients’ needs. Alex is also skilled in streamlining complex administrative matters, charting an efficient and thoughtful path forward.
She began her financial services career in 2015 at Bank of America as a relationship manager in Washington, D.C.
Alex is originally from Pennsylvania, where she earned a Bachelor of Science degree in hospitality management from The Pennsylvania State University. She now lives in Austin, with her husband, David, their son, Maverick, and their golden retriever, Bunk.
