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Alex Petsis

Alex Petsis

Investment Advisor Representative

Alex joined the family firm in August of 2013 after graduating from the University of Pittsburgh with a BSBA degree in Finance.  He assists with the implementation and maintenance of client financial plans.  Alex enjoys meeting with the clients to discover their needs and help create custom investment solutions.  His passion for innovation makes him a rising star within the firm and his fun approachable style makes him a desired advisor in the area. 

While growing up in Bucks County, Alex has always been active in the community. He currently participates in the local rotary club, St. Andrew's Parish & the Southampton Community Band.

Alex is currently pursuing his CFP® designation and a Master's of Science in Financial Services from Saint Joseph's University.  Outside of the office, Alex enjoys spending time with his family, golfing, fishing, investing and watching Philadelphia professional sports (with a passion for Pitt college football and college basketball. Hail to Pitt!)