Alexander has been in the financial services industry for more than 10 years and joined Merrill Lynch Wealth Management in 2017. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.

Alexander provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.

Investment strategies may include equities, fixed income, alternative investments*, ETFs and other types of investments. In addition, Alexander can offer clients access to banking, credit and lending from Bank of America, N.A.

Alexander is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. Alexander holds the Series 7, 55 and 66 FINRA registrations. He speaks Hebrew and is a graduate of Fordham Law School and Yeshiva University.

Alexander follows the deep-seated Merrill Lynch Wealth Management tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.