Alex Ingrim, Chartered MCSI in

Alex Ingrim, Chartered MCSI

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CEO, Co-Founder at Liberty Atlantic Advisors
📍 Florence, Tuscany, Italy

Alex Ingrim is the CEO and Co-Founder of Liberty Atlantic Advisors, specializing in cross-border financial planning for Americans living in Europe. A Chartered Wealth Manager with a Masters from Grenoble Ecole de Management, he is described by clients as knowledgeable, organized, and helpful in navigating complex tax and investment situations for expats.

Originally from the US West Coast, Alex has lived abroad for over 15 years in countries like Italy, France, and the UK. Now based in Florence with his wife and two sons, he enjoys the European lifestyle, especially the opportunities for travel and new experiences which he often helps clients plan for.

Having moved internationally multiple times, both alone and with a young family, he has a deep personal understanding of the expat journey.

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Experience
11 Years
Current Role
CEO, Co-Founder
Job Level
Leadership
Location
Florence, Tuscany, Italy
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Alex cares about

Expat Financial Planning
His entire career is dedicated to helping Americans navigate the financial complexities of living in Europe, focusing on tax, investments, and wealth management.
Life in Italy
He resides in Florence with his wife and children, often sharing insights on the quality of life and why his family chose to settle there.
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Career

Work history

10-2023
CEO, Co-Founder
Liberty Atlantic Advisors
1-2022 - 11-2024
Senior Investment Analyst
Chase Buchanan
3-2022 - 12-2023
US Private Wealth Manager
Chase Buchanan
6-2021 - 3-2022
Financial Planner/Client Introducer
Framont & Partners Management Ltd.
6-2020 - 6-2021
Senior Investment Analyst
Blevins Franks
In the press

Media appearances

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Education
2010 - 2012
Master's degree
Grenoble Ecole de Management
2009 - 2010
Bachelor of Arts - BA
Simon Fraser University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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