Alexander Carver IV, CEPA in

Alexander Carver IV, CEPA

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Senior Wealth Strategy Associate at UBS
📍 New York City Metropolitan Area, United States

Alexander Carver IV is a Senior Wealth Strategy Associate at UBS, where he has grown from a Client Service Associate. A graduate of Salve Regina University and a Certified Exit Planning Advisor (CEPA), he focuses on crafting holistic, integrated wealth management plans for clients.

Outside of work, Alexander is a former collegiate athlete who is passionate about personal growth and physical fitness. He actively seeks out uncomfortable situations to foster development, such as joining a running club despite not being a runner, and is focused on his physical recovery and training.

Unique fact: He is focused on the philosophy of working "smarter not harder," rereading books like "10x is Easier Than 2x" to improve his personal efficiency.

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Experience
10 Years
Current Role
Senior Wealth Strategy Associate
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alexander cares about

Wealth & Exit Planning
As a Senior Wealth Strategy Associate and a Certified Exit Planning Advisor (CEPA), he specializes in creating comprehensive financial strategies for clients.
Personal Efficiency
He is actively focused on working "smarter not harder" and is applying principles from books like "10x is Easier Than 2x" to his work and life.
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Career

Work history

10-2023
Senior Wealth Strategy Associate
UBS
6-2021 - 10-2023
Wealth Strategy Associate
UBS
6-2019 - 6-2021
Client Service Associate
UBS
5-2018 - 8-2018
Summer Analyst
CM Finance
9-2017 - 6-2019
Vice President
Student Government Association at Salve Regina University
In the press

Media appearances

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Education
2015 - 2019
Bachelor of Science - BS
Salve Regina University
2011 - 2015
High School Diplima
Northern Valley Regional High School at Old Tappan
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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