As a managing partner and co-founder of Birch Run Financial, Alex approaches clients’ financial futures with an inquisitive mindset and broad perspective. He creates financial plans that consider the bigger picture, including retirement, investments, tax strategies and education and estate planning. This comprehensive way of serving clients earned him a spot on the Forbes* Best-In-State Wealth Advisors list in 2021.
Alex began his financial industry career in 2005, and had the good fortune to work with Birch Run co-founder and partner Ed Lambert in 2008 when they were both at Morgan Stanley. Together with the team, they manage portfolios with a focus on supporting clients in confidently pursuing their important goals.
A love of learning has been a constant for Alex, who earned a degree in classics and physics from Washington University in St. Louis. As a Chartered Financial Consultant®, he has completed one of the most extensive educational programs on all aspects of financial planning, adheres to strict ethical standards and is committed to continuing education.
Alex also believes in giving back to the community. He is a member of the board of trustees for Montgomery School in Chester Springs, Pennsylvania, and is chair of the Washington University Philadelphia Area Eliot Society.
Born in New York, he lives in Phoenixville, Pennsylvania, with his wife, Patty, and their children, Samantha and Jack. A devoted father, he enjoys traveling and seeking out new experiences with his family. His wide-ranging hobbies include cycling and chess.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: SHOOKresearch.com.