MainStreet Advisors

Anniversary

link

Thank You

Celebrating
15 Years!

Check out our anniversary video.

Marketing Tools 1

MSA Marketing Tools

Build Your Brand

Capitalize on our newest marketing support service.link

Marketing Tools 4

MSA Marketing Tools

Step-By-Step Guide

Our newest site couldn't be easier to use!link

Mountain Tableau
Managing Director

Alex Urbani, CFA

Alex UrbaniAlex has been providing investment management advice and guidance to clients for over 20 years.  In his role at MainStreet Advisors, Alex handles portfolio management services, management of client relationships, as well as new business development.

Prior to joining MainStreet Advisors, Alex worked as a Senior Vice President at Wright Investors’ Service. In his 14 years at Wright, Mr. Urbani managed trust client relationships and new business development. Alex began his career with JPMorgan Chase & Co. (formerly Chase Manhattan Bank of CT) in 1991, as a Trust Administrator and joined Wright Investors’ Service in 1994 as an Investment Officer in the Trust Investment Services Group.

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the New York Society of Security Analysts
  • University of Connecticut, BS in Finance and Economics

Contact Alex at: This email address is being protected from spambots. You need JavaScript enabled to view it.