Alex joined J Matrik Wealth Management in the summer of 2019. As the Operation’s Manager, he is responsible for all client service initiatives as well as their administrative tasks. He is an invaluable asset as he continues to play a larger role in financial planning and asset management.
In the depths of the financial crisis, Alex started his career at Merrill Lynch. For almost a decade, he collaborated with clients to achieve their financial and retirement goals. Alex would go on to work for both Prudential Investments and Ameriprise Financial as a sales associate where he assisted Financial Advisors in deciding on investment decisions that would most benefit their clients.
Alex graduated from Fordham University in New York City in 2009 with a Bachelor’s Degree in Business Administration, majoring in both Finance and Accounting. He currently lives with his girlfriend, Danielle, in Westchester, NY. In his free time, he enjoys spending time with family, snowboarding, golf, and running.