Alex Strauss

Wealth Advisor

Alex Strauss is a Wealth Advisor with RDM Capital Associates, Inc.  Alex is responsible for client-specific investment decisions and portfolio allocation. He works with clients and their families with a focus on financial planning, asset allocation and liability management. He strives to help families pinpoint their goals and works to develop targeted financial strategies and tactics. Alex is a Series 65 licensed investment adviser representative. Alex also holds the Series 7 and Series 63 licenses.  He was previously a Wealth Strategy Analyst with UBS Financial Services in New York, NY focusing on customized asset allocation strategies tailored to accomplish client goals. He graduated from Pennsylvania State University, B.A in Economics with a minor in Business.