Senior Client Advisor
Alex is a Senior Client Advisor at Forest Capital Management, LLC. Alex has been with the firm for two years and supports our client services team in managing our existing clients.
Prior to joining Forest Capital Management, Alex worked at HUB International Northwest in their commercial aviation department. While there, Alex personally managed a book of business worth half a million dollars in premium while servicing HUB’s high-net-worth client portfolio. Alex also created and led HUB International Northwest’s UAV/UAS program, assisting clients nationwide with their drone insurance needs.
Outside of the office, Alex is an avid lover and player of rugby and is heavily involved in the rugby community nationwide. Additionally, Alex holds positions on the University of Mary Washington’s Young Alumni Council and Mother’s Rugby Alumni Board.
Alex holds a Bachelor of Arts in Communication and Digital Studies, as well as Economics from the University of Mary Washington, and a Masters of Business Communication from the University of Washington. Alex holds the Certified Plan Fiduciary Advisor (CPFA) designation. Alex lives in Washington, D.C. with his wife Maggie, and their dog Rooney.