Elizabeth Kavanagh

The relationship with Alexandria Capital began approximately 15 years ago and has proved to be a profitable and stellar partnership. Thanks to Jonathan Ferguson, the CIO/Managing Director, hiring people who meet his professional standards, we have been able to work with a group of very talented individuals throughout our long relationship with Alexandria Capital. Our team is led by Bryan Keane, SVP and he is supported by Elizabeth Kavanagh and Miki Kim. They have met or exceeded all our expectations over the years we have been working with them. The reason why is that they ask the right questions, LISTEN to our answers/thoughts and then provide well-thought-out options/solutions to get things done. All key ingredients for building a solid and positive client partnership.

Since becoming a client in 2015, originally of Jon Ferguson and FIC Capital (later merged with Alexandria Capital), I have enjoyed a truly remarkable experience, one that continuously exceeds my expectations. For 50 years I have maintained an account with one of the major money management firms, but I found that Jon and team (principally, Bryan Keane, along with Eileen Polese, Terrence Emde, Lou Liberatore, Beth Kavanaugh) provided a superior, even astonishing, total customer experience. This led me to entrust most of my assets to Alexandria, and it keeps proving to be the most rewarding decision I could have made. Investment performance, in line with one’s objectives and risk profile, is of course of utmost importance, and Alexandria has consistently delivered. They go WAY beyond that, though, by being 100% dedicated to assisting clients in every aspect possible of their financial, tax, estate and generational planning, and any other area of life (e.g., one’s business career, legal and personal challenges) where one can benefit from their depth and breadth of client touchpoints and sage counsel. More than I could have imagined, Jon and Bryan and team always have my and my loved ones’ back. The words I can use to describe them, and impossible to rank in priority, are: Honesty, Integrity, Super Smart, Creative, Problem-Solving, Vastly Knowledgeable, Warmth, Humor, Friendship, Commitment, Dedication to Excellence ... all to the Nth Degree. I wholeheartedly recommend Alexandria Capital to prospective clients – indeed, I introduced several who have become exceptionally satisfied clients as well.