Vice President
About
Alex
Alex Goldstein is a seasoned wealth management professional with specialized experience in corporate stock award compensation. Alex joined Chesapeake in 2023 as Vice President of Wealth Management from Merrill Lynch after starting his career at UBS.
With a deep understanding of the challenges faced by corporate executives and key employees, Alex provides a unique and comprehensive suite of services to help executive clients navigate challenges like concentrated stock positions and deferred compensation, with an emphasis on tax efficiency. He has experience working with executives from: Nvidia, Microsoft, Broadcom, Palo Alto Networks, Spotify, Visa, IBM, Estee Lauder, Pepsi, Gamestop, Spotify, Google and more.
Alex graduated Cum Laude from Florida State University. Beyond work, Alex is passionate about fitness and jiu-jitsu and enjoys spending time boating with his wife Casey and dog Waldo.
About
Chesapeake Asset Management
Chesapeake Asset Management is a privately owned, independent investment advisor that has been building global multi-asset class portfolios since 1998. They offer wealth management, alternative investments, and financial planning services with a focus on long-term partnerships.
Chesapeake's value proposition includes expertise, fiduciary responsibility, transparency, and customized portfolios tailored to client objectives. Serving individuals, families, small businesses, endowments, and foundations, and with over $700M in assets under management, Chesapeake emphasizes independence and full alignment of incentives in a performance-driven investment process.
Location
Boca Raton, FL
Expertise
Corporate Executive Services, RSU Optimization, Alternative Investments
Interests
Tennis, Boating, Jujitsu, Dogs
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