Managing Director & Founder
Registered Investment Adviser
Chartered Financial Analyst (CFA) Level II Candidate
Fairfield University B.S. Finance & Accounting
Investment Experience: over 20 years
Fairfield Bush & Co. 2005-2017
- Director of Portfolio Management
Phoenix Cos., 2002-2004
- Head Fixed Income Trader, Main Street Management
Mutual Inc., 1998-2002
- Retirement Plan Administrator & Registered Rep
Outside Activities:
- Executive Trustee - Palm Beach North Chamber of Commerce
- Venice Lacrosse Director of Finance
- Licensed Foster Parent for the State of Florida
- Licensed by State of Florida as an Accountancy CPE provider
Alexander lives in Juno Beach, Florida. When not working with clients, you may find him on the Lacrosse field, golf course, or open ocean. He is a lifelong sailor having competed to the highest levels in various sailboats.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimist Capital LLC | Palm Beach Gardens, FL | Dec 2017 - Current | 6 |
| Fairfield, Bush & Company | New Haven, CT | Mar 2005 - Dec 2017 | 12 |
| Fairfield Research Securities Corp | New Canaan, CT | Mar 2005 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- FL
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$978,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL
Past Performance is not indicative of Future Performance
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