AM

Alexandra McCarthy

Senior Associate at Summit Trail Advisors

Alexandra McCarthy has a Bachelor of Science in Business Administration with a focus in Finance from Fordham University. Alexandra has held positions at Summit Trail Advisors as a Senior Associate, Private Wealth Management as an Analyst, and HFP Capital Markets as a Financial Sales Assistant Intern. Alexandra has also interned at Travelers as part of the Financial Management Leadership Development Program. Throughout their various roles, Alexandra has gained experience in financial analysis, client relations, and administrative duties.

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Previous companies

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Timeline

  • Senior Associate

    January 1, 2024 - present

  • Associate/relationship Manager

    April, 2018