Ramapo Wealth Advisors, operating under Steward Partners, welcomed Alejandro "Alex" Tirso as its newest partner and wealth advisor.
With a decade of experience in the financial sector, Tirso's expertise spans financial planning and asset management, which aligns with Ramapo's focus on serving affluent families and nonprofit organizations.
Prior to joining Ramapo, Tirso built up his resume at institutions such as UBS and Bank of America Merrill Lynch, later moving to a vice president and market consultant role at Invesco.
During his eight years at Invesco, he managed a diverse portfolio of investment products, including ETFs, SMAs, private and alternative investments, and mutual funds.
“We are very excited to have such a high caliber individual and professional like Alex join Ramapo Wealth Advisors," James Sahagian, managing director and partner at Ramapo Wealth Advisors, said in a statement.
Saghian said Tirso’s expertise as a CFP and “insight into the complex and diverse asset management landscape” will help clients both in terms of their financial planning and wealth management needs.
For his part, Tirso praised the firm’s “level of commitment and stewardship for [its] clients.
“I am excited to bring nearly a decade of institutional-level investment experience at a global asset manager to individuals and families,” he said.
Aside from the freedom offered by an independent firm, Ramapo Wealth’s commitment to diversity, approach to team-building, and ethical business practices also played a part in his decision to join, he said.
Tirso will operatefrom the firm's office in Ramsey, New Jersey.
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