Building investment strategies that serve nonprofit missions.
As AVP Institutional Advisor, Alex partners with nonprofit organizations to design customized investment strategies that align with their missions and long-term goals. He guides clients through every phase of their investment program, from crafting policy statements and asset allocation models to portfolio construction, fiduciary oversight and quarterly performance reviews. Alex's approach centers on active listening and proactive guidance, ensuring each organization receives solutions tailored to their unique needs.
Experience
- Joined Johnson Financial Group in 2021
- Began working in the financial services industry in 2021
- Graduated with a Bachelor of Business Administration in Finance from UW-Whitewater
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Institutional Advisory
- Cash Management
- Investment Policy Development
- Board Education
- Fiduciary Oversight