Alex Albert

Client Relationship Manager

Alex, a Client Relationship Manager, is a recent graduate from Arizona State University, earning a bachelor’s degree in finance with a minor in Economics. Passionate about staying active, he enjoys a variety of activities including golf, pickleball, hiking, basketball, and chess. Originally from Wauwatosa, Alex is enthusiastic about diving deeper into the financial industry and takes pride in helping others.

Phone 262-242-4200
Fax 262-242-4240