Alexander Barrett

Private Advisor, Vice President

Alexander is a Private Advisor at Legacy Family Wealth of Rockefeller Capital Management. Alexander’s primary responsibilities include business development, marketing, and constructing detailed financial plans for clients. In addition, he helps manage client events, market updates and other key elements of the client experience.

Alexander first gained exposure to the financial services industry through undergraduate level internships on the New York and American Stock Exchanges. Prior to moving to Rockefeller Capital Management, Alexander served as a Financial Advisor at Morgan Stanley and prior to that served as a Client Associate and Financial Advisor at Merrill Lynch.

Alexander graduated from Arizona State University with an emphasis in Business Communication. He holds his Series 7 and Series 66 licenses.

Alexander was born in Cuzco, Peru and moved to the United States with his family at age 3. Alex lives in North Scottsdale and enjoys staying active with Arizona State Alumni, Sigma Chi Alumni, playing golf, and enjoys exotic cars. His passion has been traveling around the world following U.S. Men’s National Soccer Team at World Cup events.