Alex is a Wealth Advisor at SageView’s Boston office. As a CERTIFIED FINANCIAL PLANNER™ professional, he works closely with individuals and their families to understand their financial goals and develop personalized plans to help them achieve those objectives.
Alex graduated from Providence College with a bachelor’s degree in finance. He has over eight years of financial services industry experience, beginning his career as an Associate at BNY Mellon Wealth Management. Most recently, Alex was a Financial Advisor with Sandy Cove Advisors, developing and executing financial plans for clients.
In addition to his professional background, Alex holds active memberships in both the Boston Estate Planning Council and the Business Associates Club. He volunteers with The First Tee of Massachusetts, where he supports the organization's mission to promote character development and life skills through golf.
Alex resides in Quincy, MA, with his wife, Katie. Outside of work, he enjoys staying active by playing golf and hockey, and spending time with family and friends on Cape Cod during the summer.