“For more than 25 years, Alex provided dedicated family-focused services to ultra-high-net-worth entrepreneurs and prominent executives in the Bay Area before his passing in 2020.  In that time, he developed a keen understanding of the complex challenges faced by affluent investors.  He did this while being an incredible leader, mentor, and friend.  He taught our team how to do many of the things we do on a daily basis, most notably, to have a vigorous attention to the client – something we believe is underappreciated in our industry.  Alex was enthusiastic about helping people with their most intimate issues, their personal finances, and their businesses.  We will always miss that enthusiasm and intensity.   

Alex and I began working together in 2000 at Lehman Brothers.  Over the next 20 years, we began partnering to build a highly personalized wealth management approach, derived from our friendship, with the core belief that it’s our job to deliver the firm to the client.  This was Alex’s belief, and we strive to deliver the best there is to offer!  As we move forward to carry on Alex’s legacy, we hope to continue this belief.

We will forever be thankful for the time we had with Alex and for all he taught us.”

– Matt Hodus