As Vice President, Head of Client Service & Wealth Management, Alex is responsible for managing the firm's private client and non-profit relationships.
Alex joined Nexus in 2014 and brings an unwavering commitment to high-touch client service, honed over almost 30 years in the industry, to lead a seasoned group of professional Wealth Managers, Planners and Associates at Nexus. In this role, she provides organizational support so that the team can ensure our clients have peace of mind that their assets are being managed with diligence and care, and thereby focus on the things that matter to them most. Alex advises clients on issues related to their investment portfolio, wealth plan and overall financial strategy.
Before joining Nexus, Alex was an Outsourced Chief Investment Officer, overseeing $1.3 billion in pension and foundation assets for Northern Trust’s Canadian operation. Over the span of almost 30 years, she developed expertise which allowed her to advise institutional clients on goals & objectives setting, risk assessment, asset mix, portfolio construction and investment implementation. In joining Nexus, she has been able to bring that valued skillset over to the private client and small foundation world.
Throughout her career, Alex has been an active member of a number of not-for-profit investment committees, to which she has often brought her expertise in Investment Policy Statement creation and review.
