MainStreet Advisors

Research Wire 2020

Research Wire

Portfolio Changes & Market Commentary

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Dividend Investing

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Dividend Investing

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Mountain Tableau

Alex Urbani, CFA

Alex UrbaniAlex joined MainStreet Advisors in 2009 and is President of the firm. With more than 20 years of experience, Alex has a deep understanding of investment management and the unique needs of our clients. Alex oversees all aspects of the firm and works closely with each member of the management team. He is a member of the firm’s Investment Committee which establishes investment strategy and policy.

Prior to joining MainStreet Advisors, Alex was a Senior Vice President at Wright Investors’ Service. In his 14 years at Wright, Alex managed trust client relationships and was involved in 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.

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

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