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Chief investment officer
Investment advice is about educating, empowering, and encouraging clients all along the investment life cycle. Serving as Chief Investment Officer at CFG for the last decade, Alex takes a vested interest in assuring that each client understands their individual tolerance for risk, their unique values and goals, and the various investment options available to them.
Available asset management solutions:
Actively managed ETF strategy
Individual stock portfolios with options overlays
High yield cash management
Global macro strategy