Alex Cena

Wealth Management and Investment Professional in Dallas, Texas

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I'm Alex Cena. Since first obtaining my securities license in 1989, I've worked at the largest global investment banks on Wall Street including Lehman Brothers as well as Bear Stearns and Citi as a Managing Director and sell-side equity research analyst. I’ve gained valuable insights from witnessing numerous market cycles.

My experience advising the most sophisticated institutional investors around the world on their stock selection as well as helping CEOs and CFOs finance their company’s growth prospects through the capital markets provide High Net-Worth Families a unique perspective.

From Wall Street to Main Street

I now leverage my Wall Street experience on behalf of Private Clients. Wealth management is very personal where trust and confidence is critical to the decision-making process. I dedicate my institutional experience, intellectual capital and personal service to help families achieve their financial goals. Specifically, I combine my firm's investment management products and services with my financial experience to offer solutions for every client.


In fact, Institutional Investor Magazine’s All American Research poll, the Wall Street Journal, Reuters & Greenwich Associates awarded gave me the top ranked Equity Research Analyst spot in multiple technology sectors in the United States & Europe for many years.

I was widely credited with identifying disruptive global macro themes & companies in technology. In fact, my views & recommendations often appeared both in print & online media such as Forbes, The New York Times, Investor’s’ Business Daily, Barron’s & The Wall Street Journal. I have also made numerous appearances on CNN and CNBC. In 2016, I also appeared as an investor on the second season of CNBC’s show called Make Me a Millionaire Inventor.


I love spending my free time outdoors with my wife of over 25 years, my twin boys and my two rat terriers. My hobbies include hiking, backpacking and photography where I love to create lifestyle portraits of my friends and family.

I welcome the opportunity to consult with you to show how I can add value to your wealth management process or help you navigate changes in your life.

  • Work
    • Morgan Stanley
  • Education
    • Southern Methodist University
    • Loyola University of Chicago