Alex Thompson

In this engaging discussion, Alex Thompson, a senior investment professional at Viola Private Wealth, shares insights on setting clients up for success in 2026. He explores how 2026's market conditions will differ from 2025, the implications of the AI bubble, and the growing relevance of private markets. Alex emphasizes the importance of building portfolios around client goals rather than headlines, and advocates for patience and diversification as keys to long-term success. His wealth management tips are practical and focused on achieving lasting financial outcomes.