Planning Advisor and Strategist
Alex provides trust, estate and tax planning services to Manchester Capital and its clients as an independent consultant via Planning Advisory Services, LLC.
With over 20 years of experience as a trust and estate tax lawyer, maintaining bar admission and licenses in Florida, New Jersey, New York, Washington, D.C., and the United States Tax Court. Prior to joining Manchester Capital, Alex was a Managing Director and Wealth Advisor at JPMorgan Private Bank in LA and NYC.
Alex received his B.A. from the University of Michigan, law degree from Brooklyn Law School and a LL.M degree in Taxation from NYU School of Law. Alex and his wife, Debbie, have three children. In his free time, he enjoys running, golfing, surfing, cooking, reading, and the outdoors.