Alex oversees strategy, firm management, and client experience, ensuring the firm delivers tailored wealth management and financial strategy to clients.  He brings over 15 years of experience in investment research and wealth management. Prior to joining Tidal Creek Capital Advisors, Alex served as Managing Director of the Private Client Group at Dividend Assets Capital. His background in institutional research includes serving as Vice President at Goldman Sachs within the Tactical Research Group, where he wrote thematic equity research, and as a Senior Research Analyst at Renaissance Macro Research, a boutique macro strategy research firm in New York.

Alex holds the Chartered Market Technician® (CMT®) designation and is an active member of the CMT Association. He earned his B.A. in Government from Harvard University, where he played on the Men’s Ice Hockey team, winning the ECAC Tournament Championship in 2006. Following his graduation from Harvard, he played professional ice hockey in Germany.

A native of Portland, Maine, Alex is an avid golfer and outdoor enthusiast. Outside of the office, he enjoys spending time on the golf course and spending time with his wife, children, and Winnie, the family dog.