After graduating from the George Mason School of Economics, Alex moved to Florida in 2003 where he obtained his Series 7 and 66 securities registrations. Alex’s passion for economics, monetary policy, and global trends inspired him to become a portfolio manager. Additionally, having filed over ten thousand tax returns, Alex utilizes this experience to help clients achieve their retirement goals in a tax-efficient manner. Alex resides with his wife, Bonnie, in West Palm Beach, and enjoys cooking, entertaining, and traveling.