" I strive to simplify the complexities of sponsoring and participating in a retirement plan. To that end, we offer our clients a definable, measurable, and repeatable process for the comprehensive governance of their retirement plans that meets industry best practice standards and the requirements set forth under ERISA. "

Alexander J. Papson, CHSA®, CFP®, MBA

In his role at Schneider Downs Wealth Management Advisors, Alex predominately works to develop and maintain retirement plan client relationships by helping plan sponsors and their employees navigate a successful retirement plan experience. With a background as a fiduciary consultant to qualified retirement plan sponsors, Alex has brought his expertise to the SDWMA Retirement Solutions practice. On a day-to-day basis, Alex provides comprehensive plan governance, industry best practice standards and applicable regulatory environments, risk mitigation, investment due diligence, plan optimization, and employee financial wellness programs.

A Pittsburgh native and self-proclaimed ‘foodie’, Alex enjoys eating out and exploring the city with his Wife, Emily, and Daughter, Georgia Ann. The Papson’s reside in the North Hills of Pittsburgh near their extended families.

Professional Licenses & Designations

Certified Health Savings Adviser

CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

B.S. in Accounting – Gannon University

MBA in Finance – Duquesne University

Executive Certificate in Financial Planning – Duquesne University

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876