Alex Kokolis
Global Head of Wealth Management Client Segment at MSCI | Wealth Strategy | Investment Platforms | WealthTech Innovation | Ex-Merrill Lynch, UBS, Wilmington Trust
- Role
- Global Head of Wealth Management Client Segment at MSCI Inc.
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Alex Kokolis
Wealth Management executive with 25+ years of experience at the intersection of investment strategy, technology, and client experience. Currently, Global Head of Wealth Management Client Segment at MSCI leading efforts to redefine how portfolios are constructed, delivered, and scaled across the wealth ecosystem.Focused on the shift toward AI-driven, portfolio management, helping lead the evolution from product-centric investing to fully personalized, real-time portfolio solutions.Previously held leadership roles at Merrill Lynch, UBS, and Wilmington Trust, building and scaling investment platforms and WealthTech capabilities. Known for translating complex innovation into practical, high-impact solutions for advisors and investors.
Experience
Global Head of Wealth Management Client Segment
Jan 2020 — Present · New York, NY, US
Education
Rutgers University
Bachelor's degree, Finance
1996 — 2000
Rutgers University
MBA, Global Management & Strategy
Skills
- Financial Advisory
- Financial Services
- Retirement
- Financial Planning
- Business Analysis
- Asset Allocation
- Investment Management
- Capital Markets
- Series 7
- Wealth Management
- Investments
- Investment Strategies
- Vendor Management
- Portfolio Management
- Asset Management
- Retirement Planning
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