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Managing Director – Estate and Tax Planning

Montecito Office: 805.969.5670

Alex leads the firm’s estate and tax planning services, assisting clients with all aspects of their gift and estate tax planning as well as in areas of equity compensation, business structuring and succession, income tax and cross border tax. Alex also assists clients with trust and charitable foundation administration. Alex has over 17 years of experience as a trust and estate tax lawyer and maintains bar admission and licenses in Florida, New Jersey, New York, Washington, D.C. and the United States Tax Court. Prior to joining Manchester Capital, Alex was a Managing Director and Wealth Manager at JPMorgan Private Bank in LA and NYC, providing trust and estate planning services to clients in Southern California, Nevada, Boston, Connecticut and New York. Prior to his time at JPMorgan, Alex was counsel at Herrick, Feinstein LLP in New York and prior to that a partner at Hodgson Russ, LLP in New York, providing services to high-net-worth individuals and families. Alex earned his B.A. degree at the University of Michigan, a law degree from Brooklyn Law School and a LL.M degree in Taxation from NYU School of Law. Alex is a frequent speaker and presenter on tax-related topics, has authored numerous articles, treatises and other publications, and has been frequently quoted by many regional and national media outlets including CNN, Barron’s, Bloomberg, the New York Times, the LA Times and others. Alex and his wife, Debbie, have three children. In his free time, Alex enjoys running, golfing, surfing, cooking, reading and the outdoors.