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Alex Brown

Portfolio Associate
Alex Brown headshot

Alex Brown

Portfolio Associate

Alex is a Portfolio Associate at PSG who joined the firm in 2026. He supports the firm’s wealth managers with account and portfolio administration, including reviewing asset allocation reports, assisting with portfolio transitions and implementation, and leveraging technology to enhance portfolio reviews. Alex is a member of the Investment Committee.

Alex earned his bachelor’s degree from the Kelley School of Business at Indiana University. During his time there, he served as treasurer of the club baseball team and was an active member of the Entrepreneurship & Corporate Innovation workshop.

Alex currently resides in Westchester County. An avid athlete, he enjoys golf and baseball and has recently taken up softball. Away from the field, he has a love of classic rock and enjoys singing and playing the guitar.

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Alex is a Portfolio Associate at PSG who joined the firm in 2026. He supports the firm’s wealth managers with account and portfolio administration, including reviewing asset allocation reports, assisting with portfolio transitions and implementation, and leveraging technology to enhance portfolio reviews. Alex is a member of the Investment Committee.

Alex earned his bachelor’s degree from the Kelley School of Business at Indiana University. During his time there, he served as treasurer of the club baseball team and was an active member of the Entrepreneurship & Corporate Innovation workshop.

Alex currently resides in Westchester County. An avid athlete, he enjoys golf and baseball and has recently taken up softball. Away from the field, he has a love of classic rock and enjoys singing and playing the guitar.

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
Managing Director
Richard A. Yoken headshot
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Richard A. Yoken
Managing Director
Alex Brown headshot
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Alex Brown
Portfolio Associate
Catherine (Bobbie) Nacianceno headshot
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Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
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Jacqueline O’Toole
Chief Operating Officer
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Jacques E. Boubli, CFP®
Managing Director
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Jayndee Castro
Client Services Coordinator
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John Katimaris
Research Analyst
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Laurie Ghali
Chief Compliance Officer
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Lawrence D. Bartimer, CPA
Managing Director
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Maritza S. Rivera
Senior Client Services Coordinator
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Natasha Hanan, CFA
Wealth Advisor
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Managing Director
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Samarsha Drysdale
Client Services Coordinator
Thomas M. Zottner, CFA headshot
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Thomas M. Zottner, CFA
Managing Director
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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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