About Alexander Bayer

Tailored strategies to address your wealth planning goals.

I work with upper-echelon faculty like you—prominent members of leading academic institutions throughout the country.

You may require guidance on how to navigate the complexities of investing in a small business or limited partnership that could benefit from professional management, or diversification strategies for royalties from research publications and books. My understanding of the highly competitive nature, lifestyle and income nuances of your world sets me apart from most advisors.
My process begins with listening to you describe your goals and longer-term wealth desires, and then I create tailored recommendations to help address your particular wealth planning needs. I deliver the intellectual strength of J.P. Morgan's thought leadership combined with its holistic balance sheet approach to protecting and growing your wealth.
I offer a range of scenarios to address your total advisory relationship, including trust and estate planning, tax mitigation, credit, lending and a range of equity and fixed income investments such as tax-advantaged municipal bonds.

Meet Our Team

Insights

Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy

Navigating the opportunities and challenges of family gifts: 5 practices

March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth Planning

Wealth planning is a women’s issue

March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.