Meet Alex
Alex is a Regional Vice President based in Portland, Oregon. He joined Mercer Advisors as a Regional Vice President, helping educate prospective clients on the firm’s offerings and determine whether partnership would be a good fit. Prior, Alex served as a Sr. Specialist at CAPTRUST and Associate Wealth Advisor at Southern Wealth Management. He earned a B.S.C. degree in finance from Santa Clara University and a J.D. degree from LMU Loyola Law School.
His working style
Alex is known for his thoughtful curiosity, diligent approach, and ability to simplify complexities. He quickly builds lasting relationships on trust and transparency.
Alex in real life
What keeps you busy outside of work?
I try to stay as active as I can. I am always training for my next triathlon, looking for a weekend hike, or exploring new local restaurants and activities.
Favorite thing about where you live?
The Pacific Northwest provides such a breadth of adventure and opportunity. Visiting the beach, skiing the backcountry, or having a world class meal are all at your fingertips.
What makes you tick?
Financial literacy and ensuring that people of all ages and backgrounds can plan for their future.
Ready to learn more?
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