Alex is a Managing Principal, Chief Investment Officer, and Executive Chairman at McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content. Most recently, he co-created the innovative RISA Profile tool, which aligns financial retirement strategies with individual preferences.

Alex has published numerous articles in the leading peer-reviewed journals in the financial planning industry. He frequently speaks at many of the financial planning profession’s leading conferences regarding his thoughts on the industry, practice management, and retirement income planning.

Education

• Ph.D. George Washington University
• B.S. Boston University

Greatest Professional Satisfaction

Being part of a company that positively impacts the lives of its clients while also providing our team the means to live their lives well, raise a family, and be a positive influence in their community.

Greatest Personal Satisfaction

Watching—with my wife—our children experience the world around them for the first time.