Financial Consultant
Current
Aug 2024 - Present
AeroLeads people directory · profile
Alex Sterba, Cfp® Email & Phone Number
Financial Consultant @ Manning & Napier
at
Manning & Napier
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Consultant @ Manning & Napier
Location
Greater Cleveland, United States
Company size
Who is Alex Sterba, Cfp®? Overview
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Quick answer
Alex Sterba, Cfp® is listed as Financial Consultant @ Manning & Napier at Manning & Napier, a with 292 employees, based in Greater Cleveland, United States. AeroLeads shows a matched LinkedIn profile for Alex Sterba, Cfp®.
Alex Sterba, Cfp® previously worked as Financial Consultant at Manning & Napier and Financial Advisor at Marcum Wealth. Alex Sterba, Cfp® holds Bachelor Of Science, Economics, Minors In Mathematics And Political Economy from Centre College.
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Email format at Manning & Napier
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Manning & Napier
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Profile bio
About Alex Sterba, Cfp®
I have been part of the asset management business for over ten years. In my current role as a Financial Advisor, I always strive to bring empathy, humility, and knowledge to the table to better understand my clients and their specific needs. The best part of my job is developing great relationships with great people.
Current workplace
Alex Sterba, Cfp®'s current company
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Manning & Napier
8 roles
Alex Sterba, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Marcum Wealth
Our combined vision is to build a wealth management firm that delivers more value to clients through customized wealth-building strategies that help them protect and invest in their future wealth, their business, and their employees. Marcum Wealth draws on the firm’s deep expertise in complementary disciplines to help private clients, business owners, and retirement plan sponsors address their complex financial dynamics. Foremost is our commitment to look beyond the numbers and see the opportunity, challenges, and solutions for every client.
Jul 2020 - Jul 2024
Financial Advisor
At Aurum, our mission is to provide you with a proper mix of resources, expertise and technology to help you become an effective CEO of your money.Our services are focused on both family wealth management and corporate retirement plans. For families, we start with understanding your needs and building a plan that will serve as a blueprint for the optimal investment strategies. For corporate retirement plans, we provide companies with customized retirement plan solutions that mitigate fiduciary risk, reduce costs and minimize administrative burdens. Above all, we strive to provide great value and guidance to employees.
Oct 2019 - Jul 2020
Investment Analyst
May 2016 - Jul 2020
Advisor Operations Analyst
• Reconcile individual mutual fund accounts on a daily basis. Work with outside custodians as well as PCA equity and fixed income teams to make sure all trades, cash movements and corporate actions are settled correctly.• Work on selected projects within PCA, including tax lot reconciliation, margin account reconciliation, performance history, and individual account review and reporting.• Work on various weekly and monthly projects as a non-voting member of the Composite Committee and Account Performance Review Committee.
Jan 2013 - May 2016
Senior Interviewer
Conducted interviews with prospective students and recommended certain students for admission.
Oct 2011 - May 2012
Tour Guide
Colonel Corps, Centre College
Led weekly campus tours and served as a lunch host to prospective students and their families.
Oct 2010 - May 2012
Game Day Ticket Salesman
Sold tickets to game day buyers at Cleveland Indians home games.
Jun 2011 - Aug 2011
Team & coworkers
Colleagues at Manning & Napier
Other employees you can reach at manning-napier.com. View company contacts for 292 employees →
BC
Brian C.
Colleague at Manning & NapierRochester, New York, United States
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JS
Julie Spike
Colleague at Manning & NapierCanandaigua, New York, United States
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CW
Catherine Wolf, Qka, Cisp
Colleague at Manning & NapierRochester, New York, United States
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JE
Janice Embury
Colleague at Manning & NapierFairport, New York, United States
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JM
John Mitchell
Colleague at Manning & NapierHoneoye Falls, New York, United States
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TC
Theresa Coccia
Colleague at Manning & NapierRochester, New York Metropolitan Area, United States
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BC
Brett Casper
Colleague at Manning & NapierOntario, New York, United States
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RN
Rowan Niemela
Colleague at Manning & NapierRochester, New York Metropolitan Area, United States
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AG
Alex Gurevich
Colleague at Manning & NapierRochester, New York, United States
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MC
Mario Cristofori
Colleague at Manning & NapierWebster, New York, United States
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Brian C.
Colleague at Manning & NapierRochester, New York, United States
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JS
Julie Spike
Colleague at Manning & NapierCanandaigua, New York, United States
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CW
Catherine Wolf, Qka, Cisp
Colleague at Manning & NapierRochester, New York, United States
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JE
Janice Embury
Colleague at Manning & NapierFairport, New York, United States
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JM
John Mitchell
Colleague at Manning & NapierHoneoye Falls, New York, United States
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TC
Theresa Coccia
Colleague at Manning & NapierRochester, New York Metropolitan Area, United States
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BC
Brett Casper
Colleague at Manning & NapierOntario, New York, United States
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RN
Rowan Niemela
Colleague at Manning & NapierRochester, New York Metropolitan Area, United States
View →
AG
Alex Gurevich
Colleague at Manning & NapierRochester, New York, United States
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MC
Mario Cristofori
Colleague at Manning & NapierWebster, New York, United States
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2 education records
Alex Sterba, Cfp® education
Bachelor Of Science, Economics, Minors In Mathematics And Political Economy
Bachelor Of Science (B.S.), Economics
FAQ
Frequently asked questions about Alex Sterba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alex Sterba, Cfp® work for?
Alex Sterba, Cfp® works for Manning & Napier.
What is Alex Sterba, Cfp®'s role at Manning & Napier?
Alex Sterba, Cfp® is listed as Financial Consultant @ Manning & Napier at Manning & Napier.
Where is Alex Sterba, Cfp® based?
Alex Sterba, Cfp® is based in Greater Cleveland, United States while working with Manning & Napier.
What companies has Alex Sterba, Cfp® worked for?
Alex Sterba, Cfp® has worked for Manning & Napier, Marcum Wealth, Aurum Wealth Management, Aurum Wealth Management Group, and Pnc.
Who are Alex Sterba, Cfp®'s colleagues at Manning & Napier?
Alex Sterba, Cfp®'s colleagues at Manning & Napier include Brian C., Julie Spike, Catherine Wolf, Qka, Cisp, Janice Embury, and John Mitchell.
How can I contact Alex Sterba, Cfp®?
You can use AeroLeads to view verified contact signals for Alex Sterba, Cfp® at Manning & Napier, including work email, phone, and LinkedIn data when available.
What schools did Alex Sterba, Cfp® attend?
Alex Sterba, Cfp® holds Bachelor Of Science, Economics, Minors In Mathematics And Political Economy from Centre College.
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