Alex McCarthy

Client Service & Operations Specialist

Alex attended Woodbury University where she graduated with a Bachelor of Business Administration focused on Fashion Marketing. While working towards her degree, Alex interned at Whittier Trust in the marketing department and came to really enjoy the wealth management industry. Through her prior experience of working with clients at a boutique marketing agency, and offering great service as a Catering Supervisor, Alex strives to keep our business running smoothly and our clients happy. Alex enjoys hiking, cooking, and football season when she manages a fantasy football team. She is also a passionate LA Kings and Dodgers fan.

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