Alexandra is a Private Wealth Advisor, Managing Director and Co-Founding Principal for the NewEdge Wealth office in Fort Lauderdale, Florida and brings more than 15 years of experience helping individuals and families navigate investment management, financial planning and wealth strategy. She works closely with clients to develop personalized financial solutions, helping them define their goals, implement tailored strategies and adapt to changing market environments.
Prior to joining NewEdge Wealth, Alexandra served as a Managing Director and Portfolio Manager at Bank of America Private Bank, where she was responsible for creating and managing customized investment portfolios and comprehensive wealth management strategies. Earlier in her career, she worked as a quantitative analyst at TradeStation, developing investment analysis tools and trading strategies and began her career at Franklin Templeton Investments through its management training rotational program.
Alexandra earned a Bachelor of Business Administration in Finance, with a minor in Economics, from Florida International University. She holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Additionally, Alexandra is a member of the CFA Society of South Florida and the CFA Institute.
Alexandra lives in Fort Lauderdale, FL with her son and daughter. Outside of work, she enjoys traveling, exploring the outdoors and spending time with family and friends.
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