Alex Curtis is a seasoned financial professional with extensive experience in business development and financial advisory roles. Currently serving as First Vice President and Financial Advisor at Morgan Stanley since October 2015, Alex has built a strong foundation in wealth management. In addition, Alex contributes as a Business Development Director at Wishlife, a family communication platform, and holds a position as an Advisory Board Member. Previous experience includes a role in Business Development at Addepar from May 2012 to September 2015, focusing on enhancing transparency in portfolio management. Alex began a career in finance as a Summer Analyst at Morgan Stanley Smith Barney in 2009. Alex holds a Bachelor of Arts degree in Government from Claremont McKenna College, completed in 2012.
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