Alex joined HB Wealth in November 2023 as a Wealth Advisor within HB Wealth’s Family Office division. He helps ultra-high-net-worth families navigate every aspect of their financial lives, making complex decisions more manageable and meaningful. Alex brings over 17 years of experience in investment management and estate planning to his clients, serving as an advisor to multi-generational families, executives, and business owners.
Before HB Wealth, Alex was a Wealth Advisor with SunTrust, which then became Truist Wealth, for 11 years, where he worked with high-net-worth families to address their investment management, financial planning, banking, and credit needs. Prior to this role, he spent six years at Wachovia within the Private Banking group providing comprehensive advice to affluent clients.
Originally from Manchester, UK, Alex holds a Bachelor of Arts with Honors in History from University College London.
He lives in Candler Park with his wife and two sons and enjoys traveling, music, and reading.