Customer Care
Client Communications
Relationship Management
Administrative Support
Alexandra is a Client Service Manager at The Colony Group. She assists a team of wealth advisors with the day-to-day needs of our clients, including client onboarding, account maintenance, and other client requests. She seeks to provide an outstanding level of support and service to both clients and the advisors.
Alexandra approaches each day with enthusiasm and believes it’s important to maintain a positive and cheerful attitude when supporting clients and advisors alike.
Prior to joining The Colony Group, Alexandra worked as a corporate actions analyst for The Bank of New York Mellon, and previously, she worked as a trade closing associate for a private equity bank.
Alexandra earned a Bachelor of Science in Business Administration from Endicott College.
Outside of the office, she enjoys traveling and spending time with family and friends. She loves vacationing in Tulum, Mexico, where her father lives on the beach. In fact, she has been to Mexico more than 13 times and counting!