OUR MISSION
is to be partners with our clients to help you manage your wealth, achieve your goals, and preserve a legacy that lasts.
RONAN COX
CIMA® CPWA® Managing Director and Wealth Advisor
For more than two decades, with many of those years spent at major Wall Street firms, I have a deep appreciation for my team’s focus on holistic planning and our efforts toward helping our clients meet and exceed their financial goals. By joining former broker-dealer National in 2019, as an independent advisor, and now with Arete/Fincadia, I now serve my clients as a fiduciary, acting in their best interests alone, unbound by proprietary interests or non-transparent fee arrangements.
Ronan graduated from University College Dublin with a Bachelor of Commerce in Banking and Finance, and completed a Diploma in Legal Studies from Dublin Institute of Technology, as a post-graduate.
Ronan holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute ® and taught in conjunction with Yale School of Management.
Ronan holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute® and taught in conjunction with Yale School of Management.
Ronan is also a licensed Life Insurance Agent.
Tasks and Responsibilities on the Team:
Ronan overseas Financial Planning, including Budget Analysis, Estate Planning review, Portfolio Asset Allocation, Portfolio trading, and Life Insurance, Long Term Care insurance and Annuities needs.
(646) 292-5083 | rcox@fincadia.com
ALEX CHRISTIE
Managing Director, Operations & Investment Specialist
Since 1998, I have focused my energies on the diverse operational side of the financial services business and gained experience from some of the best firms in our industry. This experience has exposed me to all facets of operations including project management, equity trading and business processing. Being certified as a Six Sigma Green Belt, I have learned to apply my experience to the exclusive benefit of our clients. I partner with our advisors to work proactively with our clients to make sure our organization executes flawlessly. Working towards that lofty goal ensures our clients are well cared for.
Alex graduated Magna Cum Laude from St. John's University with a B.A. in Finance & spent a semester studying abroad at John Cabot University in Rome, Italy.
Tasks and Responsibilities on the Team:
Alex oversees all of the team's operational activities, trading, money movements, and administrative matters. Alex drives the client experience by ensuring that clients needs are promptly met on an ongoing basis. Alex is also in charge of IPO trading / Syndicate on the team, and all paperwork relating to Private Equity Placements, Special Purpose Vehicles (SPV's), and Alternative Investments.
(646) 292-5086 | achristie@fincadia.com
Years of experience have prepared us
to guide you through your life transitions.
Our reasons for becoming financial professionals are deeply personal, and we have a commitment to our community. With our understanding of personal finance, coupled with our training as financial professionals, we help our clients better prepare for the future.
Ready to get started?
We are ready to help.
Christie Cox is a team of advisors in Fincadia, a group of branch offices in Arete Wealth Management, LLC.
