Alex joined IM Wealth Partners in 2023 after working in New York City as an Analyst in the Leveraged & Acquisition Finance Group at SMBC, one of Japan’s largest investment banks. At SMBC, he helped advise US-based public companies and private equity sponsors on financing strategies for M&A and LBO transactions. Alex also has previous experience working in Buy-Side Equity Research at Costello Asset Management, Inc. Alex graduated summa cum laude at Temple University and double majored in Finance and Accounting. He has his Series 7, 79, 66, and 63 securities licenses and his life, accident, and health insurance license. Alex is passionate about helping individuals reach their financial goals and aspires to be a financial advisor. Alex is currently studying for his CFP certificate. He also serves as a board member and treasurer for Camp Words Unspoken LLC, a 501(c)(3) non-profit with summer camps in CA, MA, and FL for children and teens who stutter. In his free time, Alex enjoys spending time with his friends and family and volunteering at various disability non-profits.