Alex Sugar
Managing Director - Private Wealth Advisor at RBC Wealth Management
- Role
- Managing Director - Private Wealth Advisor, Certified Financial Plannertm Professional at RBC Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Alex Sugar
Alex co-founded The Core Group in 1995 with partner and financial advisor, Grant DeVaul. He works with successful entrepreneurs and their families developing and implementing appropriate investment strategies, while also constructing wealth management plans for those who have experienced divorce. Spearheading our research, Alex also evaluates and selects our investment advisors and alternative investment managers.Prior to joining RBC Wealth Management, Alex spent nine years at Morgan Stanley as an executive director. Before that, he spent 19 years as a senior managing director in the Private Client Division of Bear Stearns, where he played an integral role in creating and implementing the firm’s wealth management platform. His knowledge of investment management spans investment policy, money manager selection, alternative investment allocation and performance monitoring.A native of Lincoln, Massachusetts, Alex earned his Bachelor of Arts degree in finance from the University of Denver. His passion for education continues through his support of multiple educational causes, including serving on the board of Hillside School, as well as on the board of Lawrence Academy, a private high school located in Groton, Massachusetts. Alex is also a member of the Boston Estate Planning Council and supports multiple charitable organizations, including Mass General Hospital and the Children’s Hospital.For information about honors and awards I have received as a Financial Advisor at RBC WM, please visit: https://us.rbcwealthmanagement.com/thecoregroupCertified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S, which it authorizes use of by individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Experience
Managing Director - Private Wealth Advisor, Certified Financial Plannertm Professional
May 2017 — Present
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.Non-U.S. Residents This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.
Education
University of Denver
BA, Finance
1981 — 1986
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