Alex Altman

Alexandra Altman is a highly dedicated and detail-oriented Private Client Account Executive who plays a key role in both administrative functions and client service operations. Known for her strong work ethic and commitment to excellence, Alex serves as a reliable point of contact for internal teams and external partners alike.

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With a natural dedication to continuous improvement, Alex consistently seeks out ways to enhance processes and advocate for her clients. Her professionalism, positivity, and can-do attitude have earned her the trust and respect of colleagues at all levels.

Alex holds a Bachelor’s degree in Economics from John Jay College. She is currently pursuing the Chartered Private Risk and Insurance Advisor (CPRIA) designation through the Private Risk Management Association (PRMA), further demonstrating her commitment to professional growth and specialized knowledge in the high-net-worth space.