Alex joined the Yezovich-McGrath Group as a Financial Planner in the Spring of 2024. She previously managed the Pittsburgh Financial Planning team at Baird. She worked closely with the other financial planners, as well as financial advisors to deliver the MASTERPLAN to Baird clients which is a comprehensive, written evaluation of your financial situation.
Alex came to Baird in 2022 as part of the Hefren-Tillotson merger. Prior to that, she was a career employee of Hefren- Tillotson serving advisors and clients for over 9 years in various roles within the financial planning department, ending her time there as the Director of Financial Planning. She is CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Certified Private Wealth Advisor (CPWA®) professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.
Alex is also a member of the Pittsburgh Chapter of the Financial Planning Association (FPA) and she graduated Cum Laude from Allegheny College with a bachelor’s degree in Managerial Economics and a minor in Studio Art. She graduated from the Leadership Development Initiative in 2021 which is an 8-month program for high potential young professionals focusing on leadership skills, community engagement, and network building.
Alex lives in a suburb north of Pittsburgh and she enjoys spending time with her family which consists of her husband Conner, their daughter Riley, son Elliot, and two cats, Lily and Rumble.