Overview
Alexandra is a senior investment consultant at CBIZ Retirement Plan Services. Through macroeconomic research efforts, she supports the investment team by providing data-driven analyses to shape investment strategies. She is responsible for implementing our proprietary investment due diligence and reporting process to monitor investment options. Alexandra provides analytical support related to investment selection and investment monitoring. In support of facilitating the role of a trusted advisor, she provides advisory services to our clients.
Alexandra resides in Shaker Heights, Ohio with her husband and enjoys spending time with family, friends and her dog, Luca.