
As a Registered Client Service Associate & Investment Specialist, Alex Simet’s primary goals are to assist with client onboarding, asset movement, account maintenance, and additional tasks to help the team at Seventy2 Capital. Alex also contributes to the Asset Management team in day-to-day operations, investment and benchmark modeling, and research. In this position, he looks forward to building a foundation to prepare himself to become a financial advisor.
Prior to joining Seventy2 Capital full-time as a Registered Client Service Associate and Investment Specialist, Alex interned in the Bethesda office for the summer of 2022. This program helped him gain experience in wealth management that led him to choose a career path in the industry.
Alex studied Finance at the University of Maryland and played Football for the University throughout his college career. Outside of the office, Alex enjoys spending time with friends and family.
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