Alex is a Senior Wealth Advisor and a Principal at The Colony Group. He utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for the firm’s high-net-worth clients. He works to provide clients with financial analysis, projections, and detailed plans, as well as to develop customized investment strategy proposals and assist with due diligence on investment opportunities. Alex holds the Chartered Financial Analyst designation. Previously, Alex served as a Financial Advisor for the Denver-based wealth management firm, Jones Barclay Boston, which merged with The Colony Group at the start of 2017. Alex also previously served