Alex Markowitz Email & Phone Number
Founder and Managing Partner @ Alteri Wealth
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Alex Markowitz Location
- Los Angeles, CA, US
Alex Markowitz Work
- 2024 -now Founder and Managing Partner @
- 2023 -2024 Senior Vice President @
- 2022 -2023 First Vice President @
- 2018 -2022 Vice President, Senior Financial Advisor, Senior Portfolio Advisor @
- 2016 -2018 Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor @
- 2012 -2015 Financial Advisor @
Alex Markowitz Education
- University of California San Diego
BA (Biological Anthropology and Chemistry)
2006-2009
Alex Markowitz Skills
- Financial Advisory
- Public Speaking
- Retirement Planning
- Portfolio Management
- Special Needs
- Investments
- Rebalancing
- Finance
- Strategic Planning
- Asset Allocation
- Tactical Asset Allocation
- Financial Services
- Equities
- Wealth Management
- Investment Strategies
- Special Needs Populations
- Financial Analysis
- Small Business
- Management
- Retirement
- Fixed Income Portfolio Management
- Financial Markets
Alex Markowitz Summary
- Alex Markowitz, based in Los Angeles, CA, US, is currently a Founder and Managing Partner at Alteri Wealth. Alex Markowitz brings experience from previous roles at Merrill Lynch. Alex Markowitz holds a 2006 - 2009 BA in Biological Anthropology and Chemistry @ University of California San Diego. With a robust skill set that includes Financial Advisory, Public Speaking, Retirement Planning, Portfolio Management, Special Needs and more. Alex Markowitz has 5 emails and 6 mobile phone numbers on RocketReach.
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