Alex joins Passive Capital Management from Vanguard, where he was selected for the firm’s Emerging Leader Development Program. In that role, he served as a project manager consulting across multiple business groups, including Investment Stewardship and Personal Advisory Services. Most recently, Alex worked as a High Net Worth Financial Advisor, delivering comprehensive financial planning and portfolio management to advised clients.
Before entering the financial services industry, Alex spent almost a decade as a high school teacher and coaching both boys’ lacrosse and boys’ wrestling programs. He brings a unique blend of analytical skill, coaching experience, and client‑focused communication to his advisory work.
Alex earned an M.S. from Villanova University and a B.A. from the University of North Carolina at Chapel Hill. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Loan Professional (CFLP®). He will serve clients from the Philadelphia office, helping individuals and families manage, grow, and find purpose in their wealth.