Vice President - Portfolio Administration

Alexia joined First Long Investors in 2016 and currently heads the portfolio administration team. She is the main point of contact for a client’s day-to-day needs, including account opening, managing all cash flows, quarterly client reporting, etc.  Alexia oversees the various account report processes including daily reconciliation, cost basis, corporate actions, and more.    She serves as the liaison with both our outside investment managers and the custodians which hold client assets.  Additionally, she facilitates the flow of information between FLI and a client’s other advisors, primarily accountants and attorneys.  Alexia leads the effort to ensure that all clients are meeting the necessary requirements associated with IRA account required minimum distributions and coordinates client’s charitable giving as well as annual gifting, as appropriate.

Alexia has been working in the banking and finance sector for her entire career, including positions at Signature Bank, TD Bank and FCE Group.  Alexia earned her B.S. in Business Management with a concentration in Finance from St. Francis College.  She lives in Glen Cove and enjoys basketball and kayaking.

To contact Alexia, please email her at alexia@fliinvestors.com.