Alex Urbani joined MainStreet Advisors in 2009 and is President / Head of Revenue of the firm. With over 32 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 also worked at JPMorgan Chase & and Wright Investors. Alex received his BS in Finance and Economics from the University of Connecticut. He is a Chartered Financial Analyst®, member of the CFA Institute and member of the CFA Society Chicago.