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.
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.
Certified Health Savings Adviser
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Plan Fiduciary Advisor
B.S. in Accounting, Gannon University
MBA in Finance, Duquesne University
Executive Certificate in Financial Planning, Duquesne University
Co-Chair, American Cancer Society
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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