High Net Worth Wealth Management

Private Banking and Custody Services through RBC (Royal Bank of Canada)
Portfolio Modeling and Allocation Review
Direct Stock and Bond Trading and Portfolio Construction
Access to over 2,000 Separately Managed Fund Companies
Alternative Assets Class Advisory:  Private Equity and Hedge Funds
Private Company Investing
Insurance
Credit and Finance Solutions
Estate Planning
Family Office Management and Development

Open Architecture for Wealth Management

Open Architecture allows us to provide a true advisory model to our clients. Large banks and trust companies have a shelf of products approved for a bucket of clients. We cater investments and structures that fit each client. It may be a larger bank product or most likely one that is unique and not widely offered. We have the ability to study and examine a much larger sub set of what a client needs. Once you look past the walls of a large bank you can see the entire forest.

-Ross Bevevino
Managing Director

Team

Ross Bevevino, Managing Director – Mr. Bevevino serves as Managing Director for Alexander Capital LP and Alexander Capital Wealth Management. He has been serving wealthy families, family offices and companies for over 23 years. Mr. Bevevino brings an array of experience to clients including private equity management, global capital market advice, portfolio construction and pre-IPO and merger planning… read more

Jody Thompson, Managing Director – 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 16years after, Mr. Thompson was a Senior Financial Advisor at Merrill Lynch in their flagship NYC office… read more

Scotty George, Chief Investment Strategist – Mr. George is the Chief Investment Strategist for Alexander Capital L.P., and creator of ArlingtonEconometrics, a proprietary quantitative market analytics tool. He has over 30 years experience on Wall Street… read more

Jared Abrams, Associate – Mr. Abrams has been in the securities business for nine years. He began his career interning at KCCI, Ltd an institutional broker dealer… read more

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