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Wealth Planning Analyst

Alex Palacios

Alex Palacios is a Wealth Planning Analyst at Griffin Black who is passionate about helping individuals and families make confident financial decisions. He enjoys building meaningful relationships with clients and supporting personalized strategies that help them achieve their long-term goals.

Before joining Griffin Black, Alex worked in institutional portfolio management, valuation, and private equity, where he advised on the management and valuation of multi-billion-dollar real estate portfolios and supported complex transactions for institutional investors. He earned a Master of Science in Finance from the Johns Hopkins University Carey Business School and a Bachelor of Arts in Economics from Indiana University Bloomington. Fluent in both English and Chinese, Alex combines analytical expertise with a thoughtful, client-focused approach.

Professional Degrees & Credentials

  • Master of Science in Finance, Johns Hopkins University Carey Business School
  • Bachelor of Arts in Economics, Indiana University Bloomington
Beyond Work

Outside of work, Alex enjoys traveling, surfing, and playing basketball. He loves exploring new places, staying active, and spending time with family and friends.

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