Mr. Thompson serves as Managing Director of Alexander Capital’s Wealth Management Division. Mr. Thompson is a 20-year veteran of the wealth management business who has built a career and reputation on the performance of his clients’ asset allocation. Mr. Thompson began his career at PaineWebber and then for 16 years, Mr. Thompson was a Senior Financial Advisor at Merrill Lynch in their flagship NYC office. Mr. Thompson focused on the client’s unique wealth management needs and their capital market, corporate development and business challenges. Mr. Thompson is also known for his hands-on approach in reviewing money managers’ requirements and investment approaches as well as examining their individual disciplines. Mr. Thompson brings all of these competencies to Alexander Capital’s Wealth Management Division to ensure that investment allocations are consistent with client stated objectives and reflecting changing market dynamics.
Jody lives in the Historic Seaport District with his twin daughters, and dog Leo.