Alex is a Vice President at Bel Air Investment Advisors, advising ultra-high-net-worth individuals, families, and foundations on investment strategy, complex financial decisions, and long-term planning. He brings experience in portfolio management, financial modeling, risk analysis, and asset allocation, applying disciplined judgment to help clients navigate changing markets and evolving circumstances.
Alex began his career as an analyst at Morgan Stanley, where he focused on private wealth management. He later joined Goldman Sachs as a Senior Financial Analyst in the Investment Management Division.
Alex earned his Bachelor of Business Administration in Finance from Gonzaga University. He is passionate about philanthropy and volunteers and mentors with organizations supporting the deaf and hard-of-hearing community. He is also actively involved with Camp Ronald McDonald for Good Times. Outside of work, Alex enjoys golf, surfing, travel, and exploring culinary experiences around the world.