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Alex Moeslein

Alex Moeslein

Associate at Windsor Advisory Group, LLC

Columbus, OH , United States

About

Alex Moeslein is an Associate at Windsor Advisory Group, based in Columbus, Ohio, where he is a member of the advisory team providing clients with holistic wealth management and family office services. At Windsor, Alex collaborates on client engagements focused on comprehensive financial planning, tailored investment strategies, and multi-generational wealth solutions. While the firm’s specialty spans complex financial lives, Alex primarily supports investments across public and private markets for high-net-worth families and business owners, consistent with Windsor's focus areas.

Prior to joining Windsor Advisory Group in 2023, Alex was an Analyst Intern at SMC Infrastructure Partners, where he gained experience evaluating infrastructure investments and analyzing project opportunities, deepening his understanding of alternative asset classes and private markets. His internship contributed to a solid foundation in due diligence and investment research processes.

Alex holds a Bachelor of Business Administration in Economics, Business, and Finance from Miami University, which underpins his analytical expertise and client advisory skills. He is recognized for his commitment to delivering fiduciary guidance and supporting complex, cross-generational wealth strategies in the Columbus, Ohio market.

Career History

OrganizationRoleDate RangeDetails
Windsor Advisory GroupAssociateMay 2023 to Present
SMC Infrastructure PartnersAnalyst InternNov 2020 to Feb 2023

Education

Miami University

Bachelor of Business Administration, Economics, Business, Finance

2019 2023

Olentangy Liberty High School

2015 2019

Others at Windsor Advisory Group, LLC (9)

NameRoleLocation
Clayton Hall
Clayton Hall
PartnerColumbus, OH , United States
Jacob Bick
Jacob Bick
AssociateColumbus, OH , United States
Katelin Meredith
Katelin Meredith
AssociateUnited States
Paul Geiger
Paul Geiger
AssociateColumbus, OH , United States
Jacob Grow
Jacob Grow
AssociateColumbus, OH , United States
Jon Eesley
Jon Eesley
PrincipalWesterville, OH , United States
Precious Boakye
Precious Boakye
AssociateColumbus, OH , United States
Rishabh Shah
Rishabh Shah
AssociateWesterville, OH , United States
Suryansh Agrawal
Suryansh Agrawal
AssociateColumbus, OH , United States

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