Specialty
Alex leverages her expertise in banking, credit, and complex estate planning to provide institutional clients with full-service wealth management. With a focus on delivering bespoke solutions, Alex helps clients design and execute tailored financial strategies that empower them to meet their goals. Alex draws upon her training as a tax attorney to provide sophisticated planning advice to clients facing important milestones such as multi-generational wealth transfers and operating company exit transactions. Alex has also developed a passion for and deep expertise in working with endowments, foundations, and non-profits to help them think through considerations around board governance, investment policy statement construction, and donor engagement.
Years of Experience
6 Years
Educational Background
- SMU Dedman School of Law, J.D.
- Tulane University, BA in Political Economy
Designations & Licenses
- Juris Doctor (J.D.)
- FINRA Series 7, 63, and 66 license*
Notable Information
- Previous wealth management experience includes: Senior Vice President – UHNW Private Banker at Citi Private Bank, Vice President – UHNW Private Banker at JP Morgan Private Bank, and Law Clerk at the Dallas Cowboys Football Club’s Office of the General Counsel & Executive Family Office
- Current non-profit experience includes: Denver CASA (Court Appointed Special Advocates) – Board of Directors and Finance Committee Member
- CU Denver’s Jake Jabs Center for Entrepreneurship – Advisory Council Member
- Momentum Cyber – Senior Advisory Council Member
- WINGS Executive Leadership Development Mentee, Class of 2024
- Alex is a competitive equestrian who grew up on Long Island, NY; she and her husband are avid skiers and love living in Colorado.
Contact
Senior Wealth Strategist, Partner
Direct & Text: 720.659.3132
Alexandra.Boyles@ACFamilyOffice.com
*FINRA licenses have been previously held at broker dealer. Advisors hold active FINRA Series 65 licenses.
