Alex facilitates daily trading and maintains our investment model portfolios. He is also responsible for managing and tracking annuity and insurance business to ensure transactions are completed accurately and in a timely manner.
Alex holds the Series 7 General Securities License, the Series 66 Uniform Combined Law License and Life & Health Insurance Licenses.
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Originally from Ashland, MA, Alex moved to Iowa to attend The University of Iowa and graduated with a B.B.A. in Finance and Economics in 2021. He lives in Cedar Rapids with his wife, Ramona, and an assortment of pets. Prior to joining James Investment Group, Alex worked as a Supply Chain Lead at the University of Iowa Hospitals and Clinics.
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Working in a place where giving back is so important to everyone here.
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I’d own an animal rescue.
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Grabbing a bite to eat with my wife (we love Indian food!) or attending one my siblings’ sports events.
