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Alex Fishman

Chief Operating Officer | Kansas City

Alex has worked in various roles in leadership with some of the largest investment advisory firms in the financial services industry.

Since 2008

Beginning his career during the 2008 financial crisis gives Alex a unique perspective on what it takes to help clients and advisors succeed. Prior to joining GreenUp, Alex served as an advisor to clients, an advisor development leader within the largest Registered Investment Advisor in the United States and most recently led a billion-dollar RIA based in Kansas City from 2018 – 2021.

At home, Alex is a resident of Prairie Village, Kansas nearby his hometown of Overland Park, Kansas. He is married to his wife Tina, and they have two dogs named Louis and Oliver. For fun, Alex likes to golf, landscape, and spend time with friends and family. Alex serves on the board of Junior Achievement of Greater Kansas City where he focuses on increasing the economic mobility and ability of young people to succeed in the Greater Kansas City area.

Education

Washington University in Saint Louis
John M. Olin School of Business
Master of Business Administration

The University of Arizona
Bachelor of Science in Business Administration
Business Management

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