meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Chief Compliance Officer
As Chief Compliance Officer, Alex leads the firm’s Compliance Committee and Code of Ethics reporting. She works closely with all Fortis team members to ensure compliance across the firm and to continue refining compliance policies and procedures. Alex joined the Fortis Wealth team in 2016, bringing vital services in-house, helping to build a solid foundation for future growth.
Alex has a Bachelor of Arts degree in Political Science from Dickinson College and her Juris Doctorate from American University, Washington College of Law. She is an active member of the bars of Washington DC and New York state.
Alex is a key part of the Fortis mission to actively create and deliver the best services for our clients. An avid runner, her dedication healthy workout routines translates to the office in a solid work ethic. Alex truly believes that you have to put time and effort into anything to achieve the best results.
“Fortis has a commitment to compliance that’s always a few feet ahead of where a firm of our size is required to be. We do this because we care and because it’s the right thing to do for our clients.”