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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Windsor Advisory Group | Associate | May 2023 to Present | — |
| SMC Infrastructure Partners | Analyst Intern | Nov 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)
| Name | Role | Location |
|---|---|---|
| Partner | Columbus, OH , United States | |
| Associate | Columbus, OH , United States | |
| Associate | United States | |
| Associate | Columbus, OH , United States | |
| Associate | Columbus, OH , United States | |
| Principal | Westerville, OH , United States | |
| Associate | Columbus, OH , United States | |
| Associate | Westerville, OH , United States | |
| Associate | Columbus, OH , United States |
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Z Zoe Donohue | Database Manager and Trader | Summit Financial Strategies, Inc. | Columbus, OH , United States |