Alex is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management. As a Wealth Advisor with expertise in customer service and business development, his focus is on client satisfaction, relationship management, and helping Cabot’s clients achieve their financial goals. Prior to joining Cabot, Alex spent over 5 years with Fidelity Investments working within Fidelity’s Personal Investment business as well as Fidelity’s Institutional Asset Management Division. After Fidelity, Alex spent 3 years at BlackRock working within BlackRock’s defined contribution investment business. Most recently, Alex held the role of Financial Advisor and Director of Participant Engagement for IBG Financial Partners LLC, supporting both IBG’s corporate retirement plan clients as well as personal wealth management relationships. Alex graduated from Providence College with a B.A. in Political Science and a minor in Finance. Alex and his wife Emily live in Belmont MA and enjoy spending time with friends and family on Cape Cod.