In his role as CEO, Alex is focused on building the team, expanding FinanceHQ’s portfolio of partners, and delivering on FinanceHQ’s mission to help provide financial empowerment to consumers. Prior to FinanceHQ, he spent over five years at Betterment, most recently as Head of Strategy & Operations for the RIA-facing business unit: Betterment for Advisors. In that role, he led their business development efforts and managed day-to-day operations. Alex worked directly with financial advisors and other external platforms to define the product roadmap strategy and provide a best-in-class experience for clients. Before joining Betterment, Alex worked at Morgan Stanley for 10 years in different fields including FX Operations and Wealth Management. He is a graduate of Babson College.