Alex Z.

Wealth Management Associate

Alex Z. has a diverse range of experience spanning various roles in financial services, research, and operations. Notable positions include serving as a Junior Analyst at Boyar Value Group and a Wealth Management Associate at UBS. Alex also held leadership roles as Chief Financial Officer at Lil' Birdie Restaurant and Head Research Intern at Klingenstein Fields Wealth Advisors. Previous internships include roles at White Star Capital, Magic Sliders LP, The Brookings Institution, and Mintz Levin. Alex Z. obtained a Bachelor's degree in History from Williams College, with an academic background that includes liberal arts education at Loomis Chaffee School and St. Bernard's School.

Location

New York, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices