As Director of Transitions, Alex and her team are responsible for onboarding all new advisor groups to NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Alex has been with the firm for eight years with experience in transition and relationship management. She is experienced with all five custodians NewEdge Capital Group partners with and the policies and procedures that go along with transitioning them.
Alex graduated from Duquesne University with a B.A. in Finance and currently resides in Pittsburgh, PA. In her spare time, she enjoys traveling and cooking Italian with her husband and sons.