Alex Robert

Associate, Steward Partners

Role
Associate at Steward Partners
Location
Portland, ME, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Associate

    Steward Partners

    Sep 2025 — Present · Portland, ME, US

    Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our

Education

  • Trinity College Hartford

    Bachelors Degree, Economics

    2020 — 2024

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Alex Robert — Associate at Steward Partners in Portland, ME, US | Unifers