Specialty
With a dedicated focus on fostering enduring client relationships and delivering bespoke financial solutions, Alexander serves as a Family Office Specialist at AC Family Office. Drawing on 7 years of experience in banking and investment services, he is able to adeptly navigate the complexities of wealth preservation and enhancement for high-net-worth individuals and families. At AC Family Office, Alexander is dedicated to understanding the unique aspirations and challenges of each client, ensuring that he provides personalized guidance and strategic advice that aligns with their long-term goals. Known for creatively implementing client strategies and his results-oriented approach to complex problems, Alexander exemplifies AC Family Office’s mission of integrity, innovation, and client-centric service.
Years of Experience
7 Years
Educational Background
University of Arizona, BA in Economics
Designations & Licenses
- FINRA Series 7, 9, 10, 63, and 65 licenses*
- Currently a level 3 candidate for the Chartered Financial Analyst (CFA) Program
Notable Information
- Previous experience includes 5+ years at Fidelity Investments leaving as Complex Traders, Bank of America Relationship Banker, and Wells Fargo Personal Banker.
- Beyond his professional endeavors, Alexander enjoys cooking, swimming, and spending time with his family, which includes his triplet daughters.
Contact
Family Office Specialist
Direct & Text: 720.659.3134
Alexander.Perry@ACFamilyOffice.com
*FINRA licenses have been previously held at broker dealer. Advisors hold active FINRA Series 65 licenses.
