Alejandro R. Nazario
CFA, CFP^®

Alejandro joined TOS in 2017 and has ten years of experience in the wealth management industry. He started at TOS as a senior financial analyst for a large single-family office, focusing on investment reporting, personal expense analysis, forecasting and art collection management.

Prior to joining TOS, Alejandro spent four years at UBS Financial Services. While at UBS, his mandate was to build a financial planning culture for financial advisor teams that led transactional businesses. He worked with over 100 financial advisors in the Houston area to develop scalable planning-based practices for their clients. He led the implementation of financial plan recommendations and engaged the next generation of clients.

Alejandro also spent two years as a planner for a single team of advisors and serviced over 300 clients across the country. He graduated from Vanderbilt University with a BA in economics. He is a CFP® professional and a CFA charterholder.