Experience & Expertise

Alexander Buchholz is an Investment Associate on Greenspring’s Investment Team .  Alex’s main focus is ensuring that trades are executed timely, properly, and in a manner that follows all firm and legal requirements. He also works closely with advisors on a day-to-day basis on data management and solving any potential issues before they cause any problems.  Before joining Greenspring Advisors in 2022, Alexander worked in trade support at Morgan Stanley for three years on a variety of different teams servicing products ranging from mutual funds to corporate bonds.  Alex is excited to be a member of Greenspring Advisors and hopes to create the best possible experience for all stakeholders both internal and external.

Get Better Acquainted With Alexander

Favorite Thing About Working With Clients

“My current job is less client facing but that doesn’t make it any less important.  Ensuring that trades are executed properly is vital for the client experience as they trust the firm with their financial future.  It’s important to get it right.”

My Philosophy On Client Service

“It’s often said that you should treat people the way you want to be treated, but that is missing a component.  The best companies treat people the way they want to be treated, plain and simple. By better understanding the client and what they value, any firm can improve the experience by cultivating relationships and helping them understanding complex issues.”