Omnia Family Wealth Answers To Growth and Increased Demand
Firm Welcomes Wealth Advisor Alexandra Quitko, CPA, to the team
September 25, 2019 – Aventura, FL – Omnia Family Wealth announces the addition of a new Wealth Advisor to their ranks and welcomes Alexandra Quitko, CPA, who joins to serve as an advisor to client families. Since the founding of the firm in 2015, Omnia has nearly doubled in assets under advisement and the number of families they serve. Co-founded by Steven Wagner, Michael Wagner and Ivan Hernandez, this wealth advisory firm is based in Aventura, Florida and attracts families looking to receive multi-generational wealth guidance.
“We are thrilled to welcome Alexandra to our team. With her experience and expertise, we know she will play an impactful role in our firm as she builds and maintains relationships with all of our client families,” Steven Wagner, Omnia CEO and founder, says regarding the firm’s latest team expansion.
In her new role, Alexandra will be exclusively focused on serving client families. In her day-to-day, Alexandra will discuss wealth planning and investment strategy, taxes and risk management, among other financial topics as needed.
Before joining Omnia, she served as the Client Portfolio Associate of Family Office Services at Geller Advisors in New York, New York. As a Certified Public Accountant and having her FINRA Series 7 and Series 66 licenses, she gained experience integrating strategic wealth management services to affluent families as well as a wide-range of other client portfolio investment activities. In addition to Geller Advisors, she also has previously provided financial planning support at J.P. Morgan Securities and PricewaterhouseCoopers.