Alexander S. Finer
Junior Associate-Financial Planning
Alexander is completing his senior year at Milton Academy in Milton, Massachusetts, where he is taking courses in statistics and economics. Alexander assists our financial planning practice and wealth management planning process by inputting, reviewing and analyzing data for multiple financial planning platforms to include our e-money system and Morningstar Office platforms. Alex assists clients with their on-line portals and by developing and organizing data to understand how clients may meet their goals. Alex is a Second-Degree Black Belt in karate and enjoyed playing football and wrestling while at Milton Academy. Alex intends to study Accounting and Finance at the collegiate level.