Alex Alonso
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Alex Alonso

Vice President
Sports & Entertainment

Growing up in a family of top-performing athletes, Alex gained invaluable insights into the challenges and opportunities faced by athletes and entertainers. This perspective and knowledge have been instrumental in shaping his approach to financial advising, allowing him to offer tailored solutions that resonate with the unique lifestyles and financial trajectories of professionals in high-profile careers.

Alex's journey in the world of finance is uniquely enriched by his experience with 2 Forbes Ranked Wealth Management Companies and a boutique Private Equity firm. In addition, as a Division I athlete, and his close connection to the world of professional sports. This blend of personal athletic discipline and an intimate understanding of the sports and entertainment sectors gives Alex a distinct edge in addressing the specialized financial needs of clients.

At Queens University of Charlotte, Alex demonstrated his prowess on the lacrosse field as a five-year letterman and holder of the 5th best career ground ball total in the university’s lacrosse history, while excelling academically as an honors student. He graduated with a Bachelor's in Finance, followed by an MBA with a concentration in Finance, honing his skills in financial analysis and planning.

With his MBA, Alex combines his academic and professional qualifications with his personal experiences to provide comprehensive and empathetic financial guidance. His approach is holistic and considers the financial, personal, and lifestyle goals of his clients. Alex is committed to building long-term relationships based on trust, transparency, and a deep understanding of his client’s unique situations.

Check out the video to the left to learn more about why Alex became a Financial Advisor.

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