Financial Planning Analyst
Madeline joined the Alphastar team in early 2021 as part of the investments team. In her role, Madeline is responsible for generating the reports used by advisors to make portfolio recommendations to clients.
Madeline received her Bachelor’s in Economics from the State University of New York at Oswego in 2016 and moved down to Charlotte shortly after to pursue a career in finance. She came to Alphastar from a small firm in Charlotte as a paraplanner. There, her efforts were focused on prepping for client meetings and handling transactions after the meetings.
Madeline likes to spend most of her free time outside, whether it is on the lake or playing tennis, and visiting her family.