Alexander Staley

Vice President, Wealth Product Strategy at Charles River Development

Alexander Staley, CFP®, currently serves as Lead Wealth Strategist at NDVR since April 2023. Prior to this role, Alexander held the position of Director of Product Strategy for Financial Supermarket at InvestCloud, Inc. from January 2021 to April 2023. At Kingsview Partners, from March 2019 to January 2021, Alexander was the VP of Advisor Strategy, working with 50 RIA advisors nationwide. Alexander's earlier tenure includes significant positions at Envestnet, Inc., progressing from an Advisor Services Representative in 2011 to AVP and Senior Regional Consultant for the Mid-Atlantic region, where management of an $8B territory was established. Additionally, experience includes a role as Senior Account Manager at Echo Global Logistics, managing crucial enterprise accounts. Alexander holds a degree in Public Affairs, Management from Indiana University Bloomington.

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