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Alex Smith
Management Consultant Investment Banker @Creative Planning Business Services
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WORK HISTORY
Management Consultant Investment Banker @Creative Planning Business Services
On July 1, 2023, Alliance Management officially joined forces with independent wealth management firm, Creative Planning, in a strategic acquisition and is now part of Creative Planning Business Services. The new legal entity we will specifically operate under is Creative Planning Business Alliance. We are thrilled to be part of the Creative Planning team and to embark on a new journey together that will transform our industry. We are excited about the potential that this combination presents. Creative Planning manages approximately $300 billion in assets for over clients across all 50 states in the United States (and 75+ countries), many of whom are business owners/managers. Our name and brand may be different, but our passion and commitment to excellence hasn’t changed. Same Alliance team and capabilities. Just a new name with expanded services, resources, reach and client referral opportunities.
EDUCATION
The University of Chicago - Booth School of Business
MBA
Trinity University
B.S.
ABOUT ALEX SMITH
Seasoned operating and transaction advisor with over twenty-five years of business…
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