Meet Your Team

Through Reflective Wealth’s strategic partnership with Sowell Affinity, Alex brings more than 20 years of institutional investment management experience our clients. His expertise in early stage investing, dynamic asset allocation, building diversified investment portfolios, providing outsourced customized solutions, and product development supports and advances Reflective Wealth in providing clients with tailored solutions.

Prior to his work at Sowell Affinity, Alex was CIO of Progress Investment Management Company. He oversaw and managed the firm’s entire multiasset platform of fund‐of‐funds strategies and institutional investor relationships across multiple asset classes such as global equity, fixed income, venture capital, and hedge funds. He also served as a member of the Management Committee and was chair of the Investment Committee at Progress. Previously, he served as chief investment officer for The California Endowment and was vice president of Bankers Trust Company in Hong Kong.

His early childhood was spent in Singapore and Taiwan. Alex earned an MBA from the Paul Merage School of Business at the University of California, Irvine, and a bachelor’s degree from the University of California, Davis. Alex and his wife Ann have two sons: Preston and Zachary. They also have a Maltese mix dog named Momo. Alex enjoys food and travel where he soaks up the culture through the food and nightlife. His favorite vacation spots are Hong Kong, Taiwan, and Japan. Alex is most proud seeing his boys become adults and graduating from college