ALEJANDRO RIVAS

Alejandro plays a key role in supporting client needs by managing unique day-to-day requests and preparing investment performance and financial planning reports. As the primary point of contact for portfolio analytics, he also assists clients with reporting and provides in-depth information on investment funds. Alejandro began his career at Oppenheimer after interning directly with The Lazos Group.

Upon graduating from Bentley University with a Bachelor’s degree in Finance and a concentration in Financial Planning, he rejoined the team eager to grow and contribute to its continued success. On his free time he usually partakes in playing sports, reading, cooking, and going to watch a new movie at the theater.