About
Alex has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. He understands how to build highly customized portfolios for clients, and how to help them focus on ways to create meaning in their lives. In addition to building and modeling financial plans for his clients, Alex serves as a mentor to the trade team providing insight on trading and trade execution. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his free time, Alex enjoys playing soccer, golf and exercising. He lives in Spencerport, New York with his wife Maricatherine and his two children.
Education
- BS, St. John Fisher College
Resources from Alex Bernier
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