Alex Kirk is a Relationship Manager at SIA. Prior to joining SIA in 2015, he was a financial advisor at an RIA in Santa Monica, followed by a role in Business Development at a commodity trading firm in Century City.
He assists Financial Advisors with portfolio analysis, financial planning, and tailoring customized investment solutions. He is passionate about helping clients reach their financial goals and devising bespoke strategies that align with long-term investment objectives.
Alex moved to Los Angeles after graduating high school in Zurich, Switzerland. He obtained a Bachelor of Science in Finance from California State University Northridge and holds Series 7 & 66 licenses. In his free time, he enjoys exploring nature on his snowboard and motorcycle.