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.

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.