Alexander Buchholz, MBA, AAMS®

Investment Associate

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 Alex

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.”

Maryland New Jersey Pennsylvania 
MBA and B.B.A in Finance with a minor in Information Systems from Loyola University Maryland.
Accredited Asset Management Specialist (AAMS)
Annapolis, MD
Loyola University Maryland
The Samaritan Women, Samaritan’s Purse
Running anything from 5ks to marathons
Lifting at the gym
Writing fiction
Love your Neighbor
What I Love About Greenspring

"The culture at this firm is second to none. Everyone works hard and is a master at what they do, but there isn’t a single person here who wouldn’t stop what they were doing to make sure that everyone is well supported and satisfied. From the moment I walked through the door, I could tell that this place was special and truly cares about people as individuals instead of cogs in a quarterly earnings report."

Greenspring News

Greenspring Advisors Awards $100,000 in Grants | $450,000 Since Program Inception

Celebrating its 10th year, the Greenspring Grant Committee awarded a total of $100,000 to nine organizations committed to addressing workforce &economic development, entrepreneurship, or financial literacy.

Greenspring Advisors Merges with $700M RIA in Pennsylvania

Greenspring Advisors is expanding its operations to Pennsylvania announcing the merger with ISI Financial Group, a Lancaster, PA-based RIA that manages more than $700 million in client assets.

Christian Stanley, CRPS®, AIF® Appointed Partner

Greenspring Advisors appoints Christian Stanley to Partner.