Alex holds a B.S. from Cornell University in Operations Research and Industrial Engineering, a Certificate in Financial Planning from Fordham University, and is a Certified Financial Planner(TM).
Alex Benke, CFP® is Head of Advice and Investing at Betterment, where he leads the Financial Planning, Quantitative Investing and Behavioral Finance research teams. In his 6 years at the firm, he’s led multiple initiatives at the cutting edge of user experience and tax management innovation, including RetireGuide and Tax Loss Harvesting+. Prior to Betterment, Alex worked for a decade as a technical lead at JPMorgan, in various businesses including equity exotics trading, credit derivatives trading, credit hybrids trading, and global counterparty credit risk. He also has been a financial planner at an independent wealth management firm.
Tim Welsh
President, CEO and founder
Nexus Strategy
Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry.
Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.
Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.
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