Alec Gevry

Alec Gevry

Position: Family Office-RIA Business Development Associate
Categories: Distribution and Marketing
Location: Our Team

In his role as a Family Office-Registered Investment Advisor (RIA) Business Development Associate, Alec L. Gevry is dedicated to cultivating client relationships and collaborating closely with management to tailor solutions for clients. He prioritizes gaining a comprehensive insight into the unique investment priorities of Family Office clientele, taking into consideration their tax strategies, financial goals, and estate planning needs.

  • BA in Business Administration from Indiana Wesleyan University
  • CFA Investment Foundations Certificate