Ramapo Wealth Advisors at Steward Partners Names New Partner and Wealth Advisor

On Mar 28, 2024

The financial services firm Ramapo Wealth Advisors at Steward Partners, announces the appointment of Alejandro “Alex” Tirso CFP® CIMA® CRPC® to the role of partner and wealth advisor.

With more than a decade of experience in the financial industry, Tirso brings a vast wealth of knowledge in financial planning and asset management. His career journey began at UBS and Bank of America Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments. For the past eight years, Tirso excelled as a Vice President and Market Consultant at Invesco, one of the largest asset managers in the industry, where he managed a myriad of the firm’s products including ETFs, separately managed accounts, private and alternative investments, mutual funds, and more.

“We are very excited to have such a high caliber individual and professional like Alex join Ramapo Wealth Advisors,” said James Sahagian, CFP®, MBA, managing director and partner at Ramapo Wealth Advisors. “His years of experience at one of the leading asset management firms, and having worked with scores of advisors, give him invaluable perspective in his new role as a Wealth Advisor on the team. As a Certified Financial PlannerTM professional with great insight into the complex and diverse asset management landscape, clients will surely benefit in both their financial planning and wealth management needs.”

Transitioning back to an advisory role allows Tirso to have a direct impact on individuals and families while also having the freedom that comes with an independent financial services firm. Ramapo Wealth Advisors’ commitment to diversity, thoughtful team-building strategies, ethical business practices, and dedicated leadership were the motivating factors for his decision to join the firm.

“I am excited to bring nearly a decade of institutional-level investment experience at a global asset manager to individuals and families,” said Alex Tirso, Partner and Wealth Advisor at Ramapo Wealth Advisors. “Having consulted hundreds of financial advisors, what stands out about James and the rest of the Ramapo Wealth team is the level of commitment and stewardship they have for our clients. I immediately knew this was something I wanted to be a part of and am eager for what our future holds together.”

Tirso will be based out of the firm’s Ramsey office, serving clients throughout the New Jersey area.

To access more business news, visit NJB News Now.

Related Articles: