Alex R. Potenza, CIMA®, CDFA®

President

Alex is the President of Skyview Financial Group, LLC. After 25 years as a Financial Advisor at major investment firms, Alex founded Skyview. He established the Registered Investment Advisor so he could provide clients with unbiased and autonomous advice without the conflicts inherent at most investment firms.

While working at Merrill Lynch, UBS Financial Services, and Raymond James and Associates, Alex developed a passion for portfolio management and financial planning. His experiences at the major financial institutions motivated him to find a better way of servicing client’s needs. One without conflicts of interest and incentivized product pushing. As a fiduciary, Alex is held to a higher standard and is legally obliged to act in the client’s best interest. He works only for his clients' while providing best-in-class service.

Born and raised in New York City, Alex spends time in both the Northeast and Florida serving his clients.

Alex is married to his wife, Lily, and has three sons, Alex Jr., Chris, and Daniel. Alex enjoys spending time with his family, traveling, and is an avid golfer.


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