Alex Ingrim, Chartered MCSI
With over 10 years of experience working in European wealth management firms and family offices, Alex has significant expertise in cross-border financial planning, investment management, and macroeconomic analysis. He enjoys speaking with clients and explaining our investment philosophy while helping them understand the implications of various geopolitical events on their portfolios.
Alex graduated with distinction from Grenoble Ecole de Management with a master’s degree in International Business after initially completing a bachelor’s degree in English at Simon Fraser University. Additionally, he is well qualified in investment analysis and financial planning, holding the Chartered Wealth Manager qualification and Investment Advice Diploma from the Chartered Institute for Securities and Investment in the U.K.
Alex holds both the Series 65 and the Washington state life insurance producer licenses. With Alex’s experience as a U.S. citizen who has lived in Europe for several years, he is uniquely positioned to advise Americans on how to overcome the financial challenges of living abroad.
Originally from the West Coast of the United States, Alex has lived and worked in several countries, including Canada, the U.K., Malta, France and Italy. When not working, he spends his time with his wife and two boys or reading.
Phone: (720) 655-7510 | Email: info@chasebuchananusa.com | Website: chasebuchananusa.com
LinkedIn: www.linkedin.com
Latest articles by Alex Ingrim, Chartered MCSI
-
Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
By Alex Ingrim, Chartered MCSI Published
-
Want to Move to France? What to Consider Financially
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning.
By Alex Ingrim, Chartered MCSI Published
-
Considerations for Americans Who Want to Move to Europe
Relocating to Europe for retirement or just because could be more complicated than you might think. Here are a few things to think about.
By Alex Ingrim, Chartered MCSI Published