Alex Gordon, Cfp® Email & Phone Number

I have over 15 years of experience within the Asset Management industry. I am a Senior Portfolio Administrator at 1919 Investment Counsel.1919 Investment Counsel is a premier financial services firm with a heritage of high-touch personal attention and independence. 1919 Investment Counsel specializes in managing money for wealthy individuals, families, and institutions. The investment counsel profession was founded in 1919 when its original founders first offered fee-based, unbiased investment advice in contrast to the conflicted brokerage operations of the time. Since then, the firm has continued to set the standard for its clients through tailor-made strategies, objective opinions-and most important- sage counsel that can only come from a long legacy of experience and expertise. I work closely with my Portfolio Manager, proprietary and external quantitative researchers alike; to develop customized investment and estate plans to meet the unique needs of clients. I also leverage my Investment Banking partners at Stifel to advise business owners on growth strategies, raising capital, and liquidity events.My past, present and long term aspirations have been to empower members of my network with resources to achieve their professional, social or financial ambitions. I have consistently found ways to do so throughout my career. Your connection is welcomed.

Listed skills include Investments, Wealth Management, Series 7, Mutual Funds, and 12 others.