Rex is a Private Wealth Manger at Claro Advisors. He specializes in serving next-generation high earners, corporate executives, and UHNW families; offering them a tailored white-glove experience to simplify their financial lives.
Through navigating the complexities of building, managing, and preserving wealth, he cultivates enduring relationships with his clientele.
Rex's expertise lies in tax-efficient wealth management, concentrated stock positions, alternative investments, multi generational trusts and comprehensive financial planning. Prior to joining Claro Rex worked at Merrill Lynch Private Wealth Management & The Colony Group.
Outside of the office Rex is extremely active, he served at the Captain of Northeastern Men’s Rowing, he enjoys skiing, fly fishing and golf.