Alex J. Brusda, CFA®, CFP®, CPA, Vice President & Portfolio Manager, joined NSAM in June 2015. Alex is a Chartered Financial Analyst® (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Certified Public Accountant (CPA) and also holds a commission as a Notary Public within the state of Wisconsin. Alex is currently the president of the Fox Valley Estate Planning Council and has been involved in Goodwill’s volunteer income tax assistance (VITA) program since 2020, preparing
federal and state income tax returns for low income households. Prior to joining NSAM, Alex was an Audit Manager at KPMG LLP in Chicago where he worked for six years. Alex graduated from the University of Wisconsin-Madison with a BBA Degree in Accounting in 2008 and a Master of Accountancy Degree in 2009.