Alex Markowitz

Alex Markowitz Email and Phone Number

Founder/Managing Partner; Forbes Best in State Top Next-Gen Wealth Advisor Advisor @ Alteri Wealth
Alex Markowitz's Location
Westlake Village, California, United States, United States
Alex Markowitz's Contact Details

Alex Markowitz work email

Alex Markowitz personal email

About Alex Markowitz

Alex Markowitz is a Founder/Managing Partner; Forbes Best in State Top Next-Gen Wealth Advisor Advisor at Alteri Wealth. He possess expertise in portfolio management, tactical asset allocation, strategic planning, equities, fixed income portfolio management and 17 more skills. He is proficient in Hebrew.

Alex Markowitz's Current Company Details
Alteri Wealth

Alteri Wealth

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Founder/Managing Partner; Forbes Best in State Top Next-Gen Wealth Advisor Advisor
Alex Markowitz Work Experience Details
  • Alteri Wealth
    Founder/ Managing Partner
    Alteri Wealth May 2024 - Present
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  • Merrill Lynch
    Senior Vice President
    Merrill Lynch Sep 2023 - May 2024
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  • Merrill Lynch
    First Vice President
    Merrill Lynch Jun 2022 - Sep 2023
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  • Merrill Lynch
    Vice President, Senior Financial Advisor, Senior Portfolio Advisor
    Merrill Lynch Dec 2018 - Jun 2022
    Westlake Village, California
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  • Merrill Lynch
    Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor
    Merrill Lynch Jan 2016 - Dec 2018
    Westlake Village, California
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2012 - Dec 2015
    Westlake Village, California
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Alex Markowitz Skills

Portfolio Management Tactical Asset Allocation Strategic Planning Equities Fixed Income Portfolio Management Investment Strategies Financial Markets Special Needs Special Needs Populations Rebalancing Small Business Financial Advisory Investments Wealth Management Asset Allocation Retirement Planning Retirement Finance Financial Analysis Financial Services Management Public Speaking

Alex Markowitz Education Details

Frequently Asked Questions about Alex Markowitz

What company does Alex Markowitz work for?

Alex Markowitz works for Alteri Wealth

What is Alex Markowitz's role at the current company?

Alex Markowitz's current role is Founder/Managing Partner; Forbes Best in State Top Next-Gen Wealth Advisor Advisor.

What is Alex Markowitz's email address?

Alex Markowitz's email address is al****@****ail.com

What schools did Alex Markowitz attend?

Alex Markowitz attended University Of California San Diego.

What are some of Alex Markowitz's interests?

Alex Markowitz has interest in Social Services, Children, Education, Arts And Culture, Health.

What skills is Alex Markowitz known for?

Alex Markowitz has skills like Portfolio Management, Tactical Asset Allocation, Strategic Planning, Equities, Fixed Income Portfolio Management, Investment Strategies, Financial Markets, Special Needs, Special Needs Populations, Rebalancing, Small Business, Financial Advisory.

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