As a Wealth Advisor at Perigon, Alexandra focuses on developing meaningful relationships with clients and helps them plan for financial independence and beyond. Clients look to her on a broad spectrum of wealth-related topics to solve financial challenges including investment and planning strategy; estate and tax planning; risk management and succession planning.
Prior to joining Perigon, Alexandra was a Wealth Advisor at Omnia Family Wealth. She has also earned industry experience with Geller Advisors, J.P Morgan Securities and PricewaterhouseCoopers in New York, NY.
Alexandra holds a B.A. and M.A. in accounting from Tulane University’s A.B. Freeman School of Business. She also holds active Series 7 and 66 exams from FINRA and NASAA.
Alexandra is actively involved in the Greater Miami Jewish Federation, serving on the Young Leadership Division Board. She is based out of the Boca Raton office and lives in Parkland, Florida with her husband and newborn son.