Meet Alex
Alex G. Markowitz
Founder/ Managing Partner
Alex@AlteriWealth.com
805.809.0408
After graduating from UC San Diego, Cum Laude, with a Degree in Biological Anthropology and Chemistry, Alex pursued a Medical Degree only to realize early on that his true calling was in the financial services industry. Alex then spent the next 13 years rising his way through the ranks at Merrill Lynch, ultimately becoming a Senior Vice President and culminating with him making the Forbes Best-In-State Next-Generation Wealth Advisor List in 2023.*
As his business grew, so did the needs of his clients’ families. Alex and his partners strived for a better way to holistically and comprehensively serve their wealth management clients and create the Family Office of the future!
As a Founding Partner of Alteri Wealth, Alex’s job is simple. YOU!
Your family always comes first. By leveraging the vast resources at his disposal, Alex finds innovative ways to connect all the pieces of his clients’ financial lives to help them pursue their life's goals.
Alex’s true passion has always been ingrained in helping others. By serving as your “financial physician”, Alex takes a comprehensive approach from start to finish when diagnosing the unique needs of you, your family, and the next generation.
True to his passions, Alex is a big advocate on giving back to his community. Whether it’s volunteering with his local Temple, his work with The Friendship Circle – an organization created for the betterment of families of children with disabilities – or doing what he can to eradicate the spread of Cancer though his work with the City of Hope, Alex feels compelled to do whatever he can to assist the people and organizations he is involved with.
An avid Miami Dolphins fan and LEGO enthusiast, Westlake Village is where Alex, his wife Michelle, and their rescue pups Dom and Bon Jovi call home. Alex’s perfect evening is pouring a bourbon on the rocks, putting on an old Carol King or James Taylor record, and puzzling out the creation of an advanced piece of LEGO artistry.
*About Forbes Top Next-Generation Wealth Advisors Best-In-State Rankings awarded in 2023
Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on August 8, 2023 with rankings based on data as of March 31, 2023, was developed by SHOOK Research. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
