VP | Advisor Strategy
Alex Staley is the Vice President of Advisor Strategy at Kingsview Wealth Management. Along with actively promoting the Kingsview Investment Strategies (KIS) portfolios, he is also a member of the Investment Committee. Alex’s primary function is to help advisors leverage the KIS story in their business, all while providing exceptional practice support.
Alex is a graduate of Indiana University in Bloomington where he received his bachelor’s degree in Public Affairs. Upon graduation from Indiana University, Alex started his career in sales with a logistics brokerage in downtown Chicago. After cutting his teeth on the phones, Alex transitioned to a career in financial services with FinTech giant, Envestnet. Alex quickly moved up within the company to AVP, Senior Regional Consultant covering RIA, IBD, and bank advisors in the Mid-Atlantic region. In his 8 years with Envestnet, he focused primarily on helping advisors become essential to their clients – using technology and effective asset allocation as keys to building a successful advisor-client relationship. Alex has attained the CFP® designation and currently performs analytical duties at Kingsview as well.
A native of Chicago’s southwest suburbs, Alex has spent much of his life in the Midwest – specifically Illinois. When not helping advisors garner new relationships, you will most likely find Alex on the golf course, exploring Chicago’s fantastic restaurant scene, or traveling the world. Today, Alex lives just south of Wrigley Field with his wife Kate and his Boston Terrier, Hans.