Alex is the financial analyst at Sterling Bridge Financial Group. He conducts thoughtful market research and disciplined portfolio analysis while assisting with day-to-day client service. Alex analyzes portfolios to ensure they align with the firm’s Sterling R.I.G.H.T. Process™, conducting extensive security analysis while accounting for each client’s risk tolerance.
He proposes strategies and performs quantitative analysis that aligns with Sterling Bridge’s investment philosophy. In addition to identifying potential investments, he prepares monthly market commentaries and evaluates portfolios for potential rebalancing opportunities.
Before joining Sterling Bridge, Alex earned a master’s degree in financial analytics and a bachelor’s degree in finance from the University of South Florida. Through his experience with student-managed investment funds in college, he developed strong research habits and a commitment to helping clients feel confident about where their hard-earned money is invested.
Outside of work, Alex enjoys playing soccer and basketball, going to the gym, and spending time with family and friends.