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Alex Roth

Director of Financial Planning

Alex Roth is currently the Director of Financial Planning at Northwestern Mutual, where they previously held roles as an Associate Wealth Management Advisor, Associate Financial Representative, and Financial Planning Specialist. They are also a Financial Planning Associate at Park Avenue Capital since 2024. Prior to their positions in financial planning, Alex served as General Manager, Assistant Manager, and Shift Supervisor at FairWave Coffee Collective from 2022 to 2023, and was a Team Lead and Team Member at Kaldis Coffee Roasting Company from 2019 to 2021. Alex holds a degree in Business, Management & Operations, Entrepreneurship, and Psychology from the University of Missouri-Columbia, where they studied from 2016 to 2019.

Location

New York, United States


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