Alex Roman
Investment Associate
About Alex
Alex Roman is an investment associate with Riverside Wealth Advisors. In his role, he assists the team with investment due diligence, financial planning, and portfolio analysis. Before joining the team in the summer of 2021, Alex had interned with the firm’s Private Wealth Management group. Alex received his B.S. in finance and a minor in entrepreneurship with a certificate in start-up ventures from Miami University (Oxford, Ohio).
Alex serves on the associate board of the Daniel Murphy Scholarship Fund, an organization that awarded him the opportunity to attend Loyola Academy in Wilmette, Illinois. Alex is also a volunteer for the Western Golf Association, a nonprofit organization that sponsors the Chick Evans Scholarship, of which Alex was a recipient. He is a native of Chicago and in his spare time enjoys watching his favorite sports teams, working out, traveling, learning languages, and reading a good book.About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.